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Advisory

An advisory session is 1 hour for $125. During this session, Verlin communicates with clients regarding their financial goals, budgeting, cash flow mgmt., financing needs, insurance, risk management and tax planning. After scheduling an appointment, an online financial review is completed prior to meeting with Verlin. Some questions for advisory sessions include:

  • What are your financial concerns or interest?
  • What financial goals do you have for the remainder of this year?
  • Do you need assistance with money management?
  • Did you recently receive an inheritance and need financial advice?
  • Are you currently managing personal and business risks?
  • When was the last time you reviewed personal and business insurance coverages?

To schedule an advisory session, click here.