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Financial Focus
Financial Planning for your Specific Needs.
Are you --
- Paying annual retainer fees for too little attention?
- Paying commissions when your investments are losing value?
- Needing to address specific questions that don’t require on-going meetings?
In these difficult economic times, you may be re-evaluating your relationship with your existing financial planner or broker, or you may be thinking you need a fresh perspective concerning your financial situation.
Introducing...
Financial Focus – Solutions When You Want Them
Now, you can get objective financial advice when you Continue
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want it without paying product sales commissions, or high retainer/Asset under Management (AUM) fees.
The Financial Focus consists of a one or two meetings to address your major financial concerns. You will leave the appointment with written recommendations and have 15 days to follow up on any questions you might have.
To prepare, please submit a list of your assets and liabilities along with your tax returns for the prior two years, and the two or three more critical concerns you want to address.
You will receive a complimentary copy of one of Judi’s books - No More Baglady Blues or 52 Simple Ways to Manage Your Money.
Concerns often include but are not limited to:
Fees:
Fees are based on a formula consisting of your net worth, income and complexity of your situation. All fees are disclosed in advance of engagement. We are not compensated in any form by anyone other than you. The fees generally range from $500 - $1500 depending on complexity, and are often tax-deductible
E-mail Judi at jm@judimartindale.com to make an appointmennt.
Integrating your money and your life.
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