Hot Topic

If you have one or two pressing financial questions, Hot Topic might be best for you. Modern Assets provides one-time financial consulting appointments to answer the questions that most affect your life.

This is an easy way to engage the services of a financial professional without committing to an on-going relationship. It’s also a good way to test the waters to see if you are a good fit to work together.


Our Featured Strategy Sessions

Second Opinion
Review Your Current Financial Plan
Secondary Review from a Fee-Only Fiduciary
Know What Questions to Ask Your Advisor
Small Business
Review & Strategy Session
Understand Your Business Entity
Learn How to Maximize Your Benefits
Filing Strategy
One time
Review & Strategy Session
Risk Assessment
Learn How to Maximize Your Benefits
Proper Asset Mix for Your Goals


What’s included?

  • 60 to 90 minute video call or in person meeting (depending on location).
  • Discussion of your most pressing financial issues and current financial status.
  • Follow-up email with specific recommendations.

Common Questions

  • I have a 401k/403b/IRA/Roth. How should I invest it?
  • How much should I be saving?
  • I want to transition careers. Where do I begin?
  • I just got a new job what employee benefits should I choose?
  • How much life insurance do I really need?
  • As I start my business how should I charge? What else should I look into for retirement / insurance / tax planning?
  • What’s a good emergency fund level?
  • Where should I park my cash?
  • How do I know when I’m financially ready to leave my job to start a business?

Is Comprehensive Financial Planning the right choice for you?