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Quick Start Program
Addresses Specific Issues
This program is designed for self-starters who generally feel comfortable with their progress toward their goals but may have specific issues on which they need guidance and advice. This is not a comprehensive financial plan.
A Typical Engagement
- Before the Meeting - Clients are asked to complete a detailed questionnaire. Although many of the questions asked may not relate specifically to the issues at hand, it does provide a context for us to render suitable guidance. Clients will also be asked to provide a list of the specific issues they wish to discuss at the meeting.
- Meeting - Bobbie Munroe, CFPTM and one of the firm associates will meet with Quick Start clients once for 2 to 3 hours. At that time, we will provide specific written recommendations on the issues discussed.
- Phone Support - Quick Start clients receive up to 30 minutes of phone support during the month following the meeting.
Fees for the Quick Start Program
Fees will be paid at the time of the meeting. Should Quick Start clients wish to upgrade to Retainer Services or the Self-Starter Program within 12 months, consideration will be given to fees already paid when quoting the additional fee.
© Fraser Financial, All Rights Reserved
Fraser Financial
1873 Volberg Street NW
Atlanta, Georgia 30318
Phone: 404-351-6976
Fax: 404-355-0157
Email: info@fraserfin.com
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