Executive MEMBERSHIP

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      Electives

      Elective options vary depending on which membership level a client has selected.

      • Credit Card Payoff Analysis
      • Student Loans Payoff Analysis
      • Home: Rent vs Buy
      • Mortgage Refinance Analysis/How to Pay Off Your Mortgage Sooner
      • Credit Card Score & Analysis
      • Social Security Benefits Review
      • Personal Budget Analysis
      • College Planning
      • Employer Retirement Plan (401k, 403b, etc.) Analysis
      • Specific Goal Planning (Home Purchase, Car Purchase, Wedding, etc.)
      • Purchase Analysis: Spend vs Borrow
      • Auto Lease vs Buy Review
      • Loved Ones Analysis
      • Account Beneficiary Review
      • Determine if a Living Trust/Will is Needed
      • Determine if POAs are Needed for Health/Financial matters
      • Determine if a Guardianship Clause is Needed