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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
  • One-Time Fee-$600
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.



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Fraser Financial
1873 Volberg Street NW
Atlanta, Georgia 30318

Phone: 404-351-6976
Fax: 404-355-0157
Email: info@fraserfin.com