Custom Financial Planning Roadmap

Service Description

Life happens—a job change, layoff, divorce, downsizing—and those transitions often lead to financial uncertainty or questions. The Custom Financial Planning Roadmap helps you focus on a pressing financial concern so you can move forward with confidence and clarity. Whether you're: ✅ Navigating a major life change ✅ Deciding what to do with a 401(k) from a previous job ✅ Planning to pay off debt ✅ Adjusting your budget ✅ Preparing for a new financial priority (like college planning) You’ll walk away with a clear, step-by-step roadmap tailored to your immediate concern—without the complexity of a full financial plan. Note: This is not a comprehensive plan like The S.T.A.R. Treatment™ or an investment strategy session like the Personalized Investing Roadmap. It’s a focused, custom solution to help you take smart, confident steps in the financial area that matters most right now.