Executive Plan

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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