Fern Partners | Financial Counseling

Financial Roadmap Package

What you'll get:

• 4 total hours of 1:1 counseling with founder, Jill Klott
• Personalized financial documents, prepared by Fern Partners
  
  • Financial statements
  • Financial forecast
  • Financial roadmap that includes key milestones, decision points, spending plan, and suggested financial routines
• Actionable next steps towards your financial goals

Please note, 1:1 counseling occurs in two sessions. The first is an introductory session and the second is an action session; both are 2-hours in duration. There is client pre-work required for both sessions and we typically schedule them 10-12 business days apart.