Consultation Packages

PFE understands that you may need more information than can be provided in a seminar. If you would like to have a one on one call about your specific financial issues with a Certified Financial Planner purchase one of the packages below. We will help you get where you want to be.

Just learning about financial planning? Maybe a recent job change has made you think about saving for retirement or you have a goal to travel for a year and want to make that a reality. Just graduated and facing hefty student loans? Our Starting Strong Seminar and consultation package is for you.

Are you about to have a baby, maybe your first maybe your third? If things are about to change towards the hectic and you want to keep your finances in check as easily as possible our Baby Proofing your Finances Seminar and consultation package will give you the info you need.