Frequently Asked Questions about Money$ense: How
much will it cost?
We charge an hourly rate for our services. It is a sliding scale based on your gross income (see "rates") You'll want to plan on 2 hours for your first appointment. In many cases, we can accomplish all of our objectives in the first meeting. If your issues are more complicated we may suggest you come back again but it is at your discretion. Beyond that, we recommend a yearly "check up" which typically takes 1 to 2 hours.
Once you have set up an appointment, you will receive a packet which includes specific items and information to bring with you. We also ask you to fill out an Asset and Debt form included in the packet. In general, you'll want to bring any information or reports regarding your income, expenses, investments and retirement accounts.
Will you manage my investments for me? No. We do not actively manage investments nor so we sell any insurance or investment products. We do, however, provide unbiased advice by reviewing your investments and make specific recommendations based on what's appropriate for you. For example, if you invest in a retirement plan through work (401k, 403b, TSA, etc) we can help you determine what percentage of your salary to contribute and how that money should be allocate4d within the guidelines of your plan.
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