The kickstart you need. Bite-sized access to qualified personal finance and investment experience.

single session features

Agenda completely set by client/advisor in advance, some typical examples of the items that can be discussed are:

One or more private sessions of two or three hours each, with more available at any time or change to Per Hour planning following the session

Issues addressed during consultation wherever possible, by follow up email otherwise

After the session, you will receive a summary email with recommendations and personal finance resources

2 weeks of unlimited email access to your designated CFP® professional to deal with any questions that may arise

Unlimited introductions/referrals to financial and legal specialists in our Professional Network

- Discussion of your estate plan with access to Anglia Advisors/Helios Estate Planning Services** or a referral to appropriate attorney if needed

Your own complimentary custom Spending/Cash Flow Tool

Your own complimentary Estate Readiness Checklist

Your own complimentary copy of our Important Tax Numbers Chart

Your own complimentary Educational Appendix, explaining important personal finance concepts and strategies

Complimentary sign-up any Anglia Advisors personal finance newsletters

Generally, a two hour meeting can deal with one or two financial areas, depending on depth and complexity

Generally, a three hour meeting can deal with two or three financial areas, depending on depth and complexity

Available Portfolio Management (optional, no minimum investment required) with an integrated High Yield Savings account for high-interest cash management and a no-fee checking account

All sessions are conducted under the Fiduciary Standard

** optional, but subject to an additional fee

Examples of commonly-requested Single Session agendas:

- Full, detailed analysis and recommendations of existing investment and retirement accounts and suggested future investment strategy. A “second set of eyes” on accounts that may be currently allocated and/or managed by other financial advisors, accountants, insurance agents, your brother-in-law etc.

- My retirement planning, is it on track?

- Workplace benefits review and recommendations , including 401k/403b etc

- We just had a child - or are about to have one. What do we need to get in place for college planning? How much should we be saving and where should we be saving it?

- Real estate purchase exploration, viability analysis, effect on broader finances, professional connections

- Potential life and disability insurance needs

- Credit development considerations and strategies

- Broad analysis of debt management (student loans, credit cards, consumer loans etc.)

- Analysis and recommendations of financial issues arising from recent divorce or widowhood

- Analysis and recommendations of issues arising from recent college graduation and entry into the workforce

- Analysis and recommendations of issues arising from a sudden wealth or inheritance situation


Two-hour session (individuals only) .. one-time fee of $499

Three-hour session (individuals or couples) .. one-time fee of $699