Financial Check-Up

If you have a decent grasp on your finances, but just need some direction, a Financial Check-Up might make sense.

With this service, we’ll normally have two meetings. During the first, we’ll talk in-depth about your financial situation. Spencer Financial Planning will then analyze the data and develop written recommendations. We’ll then have another meeting where we’ll talk through the findings and recommendations.

A Financial Check-Up includes recommendations regarding your investment asset allocation, emergency fund guidelines, savings and debt paydown strategies, and a “light” version of retirement planning, giving you a sense as to where you are on your journey toward retirement.

You’ll walk away from the meeting with a plan of action to consider, and then any implementation of the plan will be in your court.