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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 $20,000, depending on the complexity and the needs of the client.