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Set up your personal, financial review.

A 2-3 hour meeting to review and advise on your personal finances, focusing on your “3 Burning Questions” (identified during initial consultation). This is an introduction to how we work while providing unique insight to your current financial situation. We ask for you to contact our office to receive our planning profile and set up a complimentary preliminary appointment prior to scheduling a Financial Review Meeting.

You can submit your contact info below or call us at (732) 747-6697.

FEE: $900
Fee will be applied towards the full cost of LFA’s wealth management program,
should you decide to commit within 6 months of your financial review.

Your Financial Review Includes:

  1. A 2-3 hour appointment with an LFA principal to address the top 3 areas of concern identified during your complimentary consultation
  2. An assessment of your compliance with the 5 Fundamentals of Fiscal Fitness
  3. A review of your Financial Life Cycle position
  4. Possible tax savings strategies for your consideration

    What is the best way to contact you to set up a time for your consultation?