Fees

Compensation is determined on an hourly basis for client meetings. The fee is $135.00 per hour. Fees may be negotiable for more time-intensive projects. Estimated Time Schedule for Financial Services

1 to 2 hours

  • Money management -- establishing a management system.
  • Savings plan/emergency reserves -- creating and implementing a plan.
  • Reduction of current expenses -- learning to reduce spending.
  • Client questions -- responding to client financial concerns.
4 to 6 hours
  • Investments.
  • Review of current investments.
  • Research new investments for a diversified investment portfolio concentrating on those with lowest management fees, best performance records, and high probability for positive future performance.
  • Long-term care insurance -- analyzing need.
6 to 12 hours Retirement planning.
  • Identify projected resources.
  • Estimate level of savings needed to retire at projected dates.
  • Understand retirement vehicles such as 403(b) plans and IRAs.
  • Learn about various financial portfolios – before and after retirement.
  • Project withdrawal from assets during retirement.

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Judy McKenna Financial Services
725 Bonita Ave - Fort Collins , CO 80526 - (970) 206-0303
Email: jesmckenna@comcast.net