Major Purchase Planning

$395.00

Get expert guidance from a CERTIFIED FINANCIAL PLANNER™ professional before making a big purchase. Whether you’re evaluating home affordability, exploring a vacation or second home, or deciding between buying and leasing a vehicle, we’ll provide a clear analysis and practical recommendations tailored to your situation—so you can make your decision with confidence.

Delivery: You’ll receive your report as a secure PDF within 5–7 business days after completing onboarding.

Get expert guidance from a CERTIFIED FINANCIAL PLANNER™ professional before making a big purchase. Whether you’re evaluating home affordability, exploring a vacation or second home, or deciding between buying and leasing a vehicle, we’ll provide a clear analysis and practical recommendations tailored to your situation—so you can make your decision with confidence.

Delivery: You’ll receive your report as a secure PDF within 5–7 business days after completing onboarding.