The “Just Talk With Me” 90-Minute Session

 

One-Time 90-Minute Meeting With Sarah

The low-activation-energy way to get your top financial questions answered from a financial fiduciary.

  • Talk with Sarah to get your all of your burning financial questions answered

  • Designed for those that just have a few questions to get started or unblocked, such as:

    • “Am I making the most of my money?”

    • “How am I doing financially?”

    • “What should I do with this 401(k) from an old employer?”

    • “How do I make the most of my stock compensation?”

    • “How do I open a brokerage account or high yield savings account? How much money should I put in there?”


  • Upload your financial information and top questions by one week prior to the session

  • “Ask Me Anything” style format session with notes sent to you afterwards

    $949

    * Paid half up front and half upon completion of our work together.

Sign up

Topics We Can Cover In The “Just Talk With Me”:

  • What personal finance account to have and you should set up money to flow between them

  • How to optimize your current balance sheet and cash flow picture

  • Set goals and cash flow priorities (answer questions like “Should I pay off my mortgage or not?”)

  • Make a debt paydown plan that adjusts with you and your life

  • How to open a brokerage account and invest with confidence

  • What to do with all of your accounts - from 529 plans to 401(k)s and Roth IRAs, to ESPP plans and many more

  • Self-employed business planning and optimization

  • How to save strategically for “Future You” and your financial independence, including spending needs, asset location advice, Social Security and Medicare planning, and so on

  • Review of your insurance policies

  • Estate planning

  • Specific life events, like going back to school or getting married

  • How to make the most of your company stock compensation

  • So many more!

How The “Just Talk With Me” Works:

  1. Complete the signup form below.

  2. Sign The “Just Talk With Me” session agreement, pay the first half of the fee, and schedule your session.

  3. Upload your financial information and top questions by one week prior to the session.

  4. Talk with Sarah in The “Just Talk With Me” session!

  5. Receive a wrap-up email with notes from the session and pay the remainder of the fee.

Ready to sign up? Sign up below!

sign up

Still not sure? Schedule a free intro call with Sarah here.