Two Hour Consultation

This is a working financial planning session. It is designed to serve clients who need our expertise to understand their financial options but do not want the expense of a complete written financial plan. We will discuss your financial planning, income tax or investment issues as they relate to your life goals.
Some of the topics we could discuss include:
  • Cash Flow Management and Budgeting.
  • Investment Asset Allocation Review
  • Mutual Fund Basics
  • Evaluation of Your 401(k) Plan
  • Review of Insurance Coverage
  • College Savings Plan
  • Discussion of Annuity Features
  • Tax Effect of Selling a Large Appreciated Asset
  • Advantages & Disadvantages of Trusts
  • Review of Your Early Retirement Offer
  • Retirement Cash Flow
  • IRA Required Minimum Distribution
  • Whatever You Want to Discuss Within Our Area of Expertise
While we can only cover two or three topics in two hours we will work to develop your understanding of how these topics affect your financial well-being. The Two-Hour Consultation is ideal for clients who need fast, accurate information about one or two financial concerns. 


Abacus Wealth Factors, LLC is a Registered Investment Advisor in the State of Georgia. Prior to any advisory work conducted outside Georgia, Abacus would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.