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AIM

Aim high with a short-term consultation with a CFP® to tackle a specific financial planning project or investment analysis. Meet virtually or in person (in the NYC area) for your initial consultation and a follow-up discussion of your action plan.

Best for people looking to answer a specific financial question within a short time frame, or DIY folks looking for a second opinion on their strategy.

Discuss Decisions Such As: 

  • Buying or selling a new property
  • Making decisions on employee stock compensation and stock options
  • Evaluating an employment offer or exit package
  • Navigating student loans or debt
  • Deciding what to do with your 401(k) when you leave a job

We'll run the important numbers together to help you make a decision, then follow up with a personal action plan.

Fees For AIM Program

Cost: $500 to $2,000, depending on the complexity and the needs of the client.