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
- 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.
- 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?