Real-Time Right Track Review

I find that the most pressing question currently on the minds of my financial planning clients is "Where am I in relation to achieving my goals?"

If you are concerned that recent events in the financial world may have derailed your retirement or other plans, then I have the ideal program for you.

The Right Track Review is a customized two-hour real-time review of your current financial situation.  During this time, we will address your specific questions of immediate concern.  Typically, two to three topics can be discussed during one two-hour session.

Your investment in the Right Track Review is $750, which includes one 2-hour session with me, and follow-up phone calls/emails for the following 30 days to address issues covered during your Right Track Review session. A deposit of $350 is required at the time your appointment is scheduled, with the balance due on the day of your appointment.

If you're not sure whether the Right Track Review is right for you or if you have any questions about the program, please contact Mary via phone at 719-492-1833 or via Email.

Prior to our meeting, I ask that you review my Client Service Agreement (downnload it HERE), read it carefully and bring it, along with any questions you have, to our meeting. Additionally, the ADV Part II is a required disclosure document, which you can download and review HERE. In compliance with regulatory policy, during our meeting I will ask you to sign a confirmation that you received a copy of the ADV Part II.

If you are ready to schedule your Right Track Review, simply click on In-Person Right Track Review or Virtual Right Track Review. In preparation for our time together, we ask you to complete a confidential and secure PreciseFP Online Questionnaire. The more completely you assemble your information, the more productive your review will be.

I look forward to helping you get headed on the right track!