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
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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?