One To One Coaching


One-Time Session

T & H knows there are times you just need to discuss a specific financial situation and gain clarity about how to best handle the situation and move forward.  

The Details

90 minute session.

Topics and financial questions may include:

  •   How do I analyze my 401K, IRA, etc. options?
  •   Should I buy or lease a vehicle?
  •   What are the benefits of  buying or renting my next home?
  •   How and when do I get started saving for retirement?
  •   Should I save for my kids education?  What are my options?
  •   Is passive income investing for me?
  •   Nonretirement investing sounds interesting!
  •   Or a different topic of your choice
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