What if I tell you that you can travel and pay down your student loans? Or save for the future while also living in an expensive city (if you pay rent in Boston you know what I’m talking about!). Doing it all sounds great, doesn’t it? It all starts with a solid foundation.

Our Let’s Get Started Program is designed to answer your burning questions on spending, budgeting and debt. A great candidate for this program is anyone who has questions, but is not exactly sure what to ask. We see a lot of new grads, young professionals, and newlyweds.

Let’s Get Started begins with a simple checklist and document gathering. After we review your information, we will sit down for a 90 minute session together (by phone or video chat). We conclude with a detailed email follow up on recommendations.

  • I am considering changing jobs. How do I negotiate salary? How do the employer benefits compare?
  • I want to start building my investment portfolio. Where do I start?
  • I have a decent salary, but I feel like I’m living paycheck to paycheck. How do I create a budget?

I feel overwhelmed with my student loan debt. What payment options do I have and what might be best for me?

Flat Fee: $300