COMPREHENSIVE FINANCIAL PLANNING
The Waypoints Program provides business owners with truly comprehensive personal and professional fee-only financial planning services.
Fee-Only Personal Financial Planning Services
Fee-Only Business Financial Planning Services
Monthly Financial Action Plan
Designed Specifically For You
$250-$1,000 per month
QUICK START SESSIONS
If you’re not looking for a comprehensive financial plan, Blue Keel can still help you with specific concerns or issues. This can be useful to you if there are only one or two areas of concern, such as reviewing your investments or figuring out a debt repayment plan.
QUICK START SESSIONS: $250/hour
With a QUICK START SESSION, we’ll accomplish three things:
- Discuss your current financial situation and goals
- Identify the issues, concerns and questions that require some guidance
- Discuss available options and give you at least one simple step to implement immediately