Pricing + Services

Education/college funding

6 IPA Beers — In 20 years, according to the department of education, four years of college  in the US will cost a half a million dollars.  Let that sink in.  We'll need at least a six pack for this one. 

Retirement planning

1 Whoopie Pie — Retirement planning is fun.  You tell me how much you've saved, I tell you how many whoopie pies you can afford per week in retirement.  And then I eat a whoopie pie. 

Insurance and risk management

Sea Dogs Tickets — A Sea Dogs game is a great backdrop to discuss risk and insurance.  They have a light house that pops up in center field after each home run.  I can be your light house.  Let's hit a home run together.

Cash flow expense planning

Personal: 1 Italian sandwich— Let's get all the numbers together and see what they all add up to. No pickles, please.

Business: 2 Italian sandwiches — Same as above but there are more numbers so I need more sandwiches.  Also the more I eat the more I need a nap, which is why results generally take a bit longer for business clients.

Debt reduction and management

2 shots of Maker's Mark — This topic is probably the most anxiety provoking.  My consulting can reduce this anxiety but why not set ourselves up for success at the outset? Rocks please.

Estate planning

Red Sox Tickets — If you are wealthy enough to need estate planning, you should be able to buy Red Sox tickets.  Also, I have a nice way of using the green monster in an allegorical sense that applies to your case.  It all makes more sense after a couple of beers.  No bleacher's seats please.