Fern Partners | Financial Counseling
Quarterly Check-InĀ Package
What you'll get:
- 6 total hours of 1:1 counseling with founder, Jill Klott
- Assistance maintaining financial documents
- Financial statements
- Financial forecast
- Financial roadmap that includes key milestones, decision points, spending plan, and financial routines
- Actionable next steps towards your financial goals
1:1 counseling occurs inĀ four video sessions that are 90-minutes each. Sessions occur quarterly and you'll receive instructions for selecting your first session after checkout. You will receive a reminder to book each quarter and can schedule up to 6 months in advance. Please note that we are in Eastern Daylight Time (UTC-4).