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Pinnacle Counseling
We will explore your current situation and together create a plan that addresses your specific needs. You will receive Pinnacle Counseling if your net worth is $50,000 or more and are ready to take your financial plans to the next level. This service provides a summit level view of your successes to date enabling you to blueprint your future.
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Areas normally explored include:
Emergency Funds
Cash Flow Planning
Cash Management
Life, Auto, Home Insurance Review
Short and Long Term Savings Goals
Retirement Saving
College Savings
Investing
Giving
Tax Shelters
Retirement Lifestyle Planning
Wills and Trusts
Building a Legacy
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Pinnacle Counseling
entails an initial counseling session of two hours in length which addresses your specific concerns resulting in a plan of action and an extensive narrative; six months of telephone and internet support that commence upon completion of your initial counseling session; and two optional follow-up counseling session to be held at your convenience during the six month engagement.
Contact us to schedule a
Free Consulation
.
All counseling is confidential and your financial information is kept secure with restricted access.
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"I have been priviledged to attend a FPU class taught by Caitlin Campbell, and it was an incredible experience !! Caitlin is an excellent teacher, extremely knowledgeable, and able to effectively articulate financial concepts."
- V.Fleming
FPU Student
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