FEE-ONLY FINANCIAL PLANNING
Who says you have to plan all at once?
The Waypoints Program provides comprehensive, fee-only financial planning to address a different aspect of your personal or professional financial life each month using a retainer fee model.
Personal Fee-Only Financial Planning Services
Professional Fee-Only Financial Planning Services
A Monthly Financial Action Plan
Designed Specifically For You
Addressing a different financial planning topic each month
rather than getting overwhelmed all at once.
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