ONE-TIME PLANNING
Get Clarity on Your Current Finances
● One-Time Comprehensive Plan
Get Clarity on Your Current Finances
You may not feel ready to commit to a relationship. You may want to know your own finances better before you commit to a romantic relationship or to a wild dream, such as a trip around the world or a PhD.
I believe that a long-term relationship with your Financial Planner works better for your finances, but if you would rather not, having a clear picture is better than not knowing whether you are on the right path to reach your dreams. You and I can get a holistic snapshot of where you are today.
● Student Loan Planning
Confident Repayment Planning
Student loan repayment planning can be tedious, especially with the frequent changes in this department. Ensure that you are on a valid repayment plan to continue a plan that works for your long-term goals.
Walk away feeling confident about what's giving you credit for Public Service Loan Forgiveness or a lower total payment.
● What to Expect
What to Expect From This Relationship
We learn about you, where you want to go, and how you plan to get there
We analyze your current situation, find alternative paths you can take
and help you design clear steps to reach your financial goals
Planning Fees
Student Loan Planning
$750
Starting price — varies by graduation date & complexity
Bundles available to include Financial Planning.
Financial Planning
$3,000
Starting price — varies by complexity of your financial situation
A one-time comprehensive financial plan investment.
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INFORMATION
OUR LOCATION
San Francisco Bay Area
Email: Rosario@Wealth-SourceFinancial.com
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