Financial Tune Up
This one time meeting is for you to gain clarification and find resolution to financial issues that concern you. It is designed to address your unique circumstances. During your Financial Tune Up we will work on one or two areas of your financial situation. It will help you determine whether you should make any modification to your financial behavior or plans. The meeting is not designed to be a comprehensive financial plan. During Financial Tune Up meetings we often find that additional issues are identified that clients want to pursue further with the members of their financial team, or alone.
How Does It Work?
Prior to the meeting, we ask that you provide us with background information on your financial circumstances, complete a brief questionnaire, and share with us a list of your questions and concerns. We review and analyze the information that you provide so that we can make recommendations and point out areas for you to follow up with. The meeting, up to two hours long, is highly interactive in nature and is held either in person or remotely, using desktop sharing software. There are no sales pitches during the meeting.
It is your chance to sit down with a financial professional and discuss issues that are important to you.
How Much Does It Cost?
The cost of a financial tune up is $700 payable at the time of the Tune Up.
Call (800) 313-2119 or email bob@bobneiman.com to set up an appointment for your personal Financial Tune Up!