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
