Strategy Sessions

If you have a couple (one or two) pressing financial questions, a Strategy Session might be best for you.  Woven provides one-time financial consulting appointments to answer the questions that most affect your life.

This is an easy way to engage the services of a financial professional without the need for an on-going relationship.  It is also a way to test out a financial planner to see if you are a good fit to work together.

You gain objective advice on your questions during the course of a 90 minute meeting in person or online.

See our featured strategy sessions below.[pricing_table columns=”3″]

[pricing_column title=”Student Loan Strategy Session” color=”extra-color-1″ price=”497″ currency_symbol=”$” interval=”One-Time” ]

  • Understand Your Loans
  • Student Loan Audit
  • Strategy for Paying Off Loans Fast

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[pricing_column title=”Social Security Strategy Session” highlight=”true” highlight_reason=”Featured” color=”extra-color-2″ price=”497″ currency_symbol=”$” interval=”One-Time” ]

  • Understand How Social Security Works
  • Maximize Your Benefits
  • Social Security Filing Strategy

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[pricing_column title=”401k Review & Strategy Session” color=”accent-color” price=”497″ currency_symbol=”$” interval=”One-Time” ]

  • Risk Assessment
  • Learn how to Maximize your Benefits
  • Proper Asset Mix for Your Goals

[/pricing_column]

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What’s included?

  • 60 to 90 minute video call or in person meeting (depending on location)
  • Discussion of your most pressing financial issues and current financial status
  • Follow-up email with specific recommendations

Common Questions

  • I have a 401k/403b/IRA/Roth, in what should I invest?
  • How much should I be saving?
  • I just got a new job what employee benefits should I choose?
  • I’d like to buy a new house or upgrade our current home, what are my options?
  • How much life insurance do I really need?
  • Is my 401k properly allocated?
  • Am I taking enough/too much risk?
  • How will my portfolio weather a recession?
  • What is disability insurance and why should I care?
  • What is the best way to save for my child/grandchild’s college education?
  • How do I file for Social Security?
  • How do I maximize my Social Security Benefit?