A Sample of Project-Based Services

A Sample of Short-Term and Project-Based Financial Planning

COBRA/Health Insurance Planning

I need guidance on what my COBRA rights are and whether I should take COBRA or an individual health insurance through my state health insurance exchange.

Short-Term Planning Project: 1-2 hours over a 2 week period.

401k Rollover

How do I correctly transfer or rollover my employer 401K to an IRA? I would also like some guidance on which mutual funds or ETFs at Vanguard, Schwab or Fidelity would provide good investment diversification and low management costs.

Short-Term Planning Project: 2-3 hours over a 2 week period.

College Planning

Please help me identify good college fits for my son and daughter that provide good educational value while working within my budget.

Project-Based Planning Project: 6 months

Medicare Planning

I am turning age 65 in 6 months and need assistance in enrolling in Medicare, understanding Medicare, and also shopping, evaluating, and enrolling in a Medicare Advantage, Medicare Supplement, and/or Part D Prescription Drug Plan.

Project-Based Planning Project: 6 months (estimated time of 3-4 hours spread over 6 months)

Estate Planning

I have several concerns around estate planning and investment planning. I have a fairly simple estate but still need to plan so as to minimize probate costs, organize my estate for my loved ones, and consider the pros and cons of a revocable trust. I also want to manage my own investments but need educational guidance on how to construct and implement an investment portfolio.

Project-Based Planning Project: 12 months (estimated time of 1 hour per month)

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