Schedule a Consultation

Free 15 Minute Phone Consultation

Got a financial question? Schedule 15 minutes to discuss ANY financial topic including your investments, insurance, retirement, compay benfits, inheritance/lum sum payment or other burning topic. Get some premilinary answers and direction to move forward. All calls remain private. Our privacy statement is located at the bottom of this page. If you need more time or would like us to review any documents, we can schedule a face to face appointment based on your needs.

Schedule your Phone Consultation here: https://my.timedriver.com/4D1GG

1 Hour Budget Consultation

Start 2012 off right! Take the first step in getting your finances in order with a one-on-one budgeting counseling session. When you have completed this session, you will have a financial game plan for the next 3-12 months*.

Your consultation includes:

  • Cash flow analysis: income, expenses and disposable income. Inefficiencies will be identified and recommendations made.
  • Debt management and cancellation: rank, strategy and timeline for payoff provided
  • Accumulation goal setting: prioritize, strategy and timeline provided
  • Follow-up: monitor goal completion at pre-set intervals...optional and at a reduced fee.
  • BONUS: we will also review any financial documents

Face to Face Consultation: [Metro Atlanta ONLY]: $85.00+ 55.5 cents per mile** roundtrip. Payment due at time of consultation. Schedule your 1 Hour Consultation HERE: https://my.timedriver.com/9ZSLK

Phone Consultation: Sale Price $60.00! Ends 3/31/12. Payment due prior to consultation***.Schedule your 1 Hour HERE: https://my.timedriver.com/1MPNR  

DISCLOSURE: All calls remain private. Our privacy statement is located at the bottom of this page. In order to complete your budget consultation in 1 hour, a budget spreadsheet will be emailed to you within 1 day of scheduling your consultation. The 1 page spreadsheet must be completed and returned at least 3 days PRIOR to your consultation. You will also receive an electronic invoice****.

*Timeframe for accomplishment depends on realistic goals, reasonably adequate resources and  your commitment to recommendations. **Per Current Year IRS Standard Mileage Rates. ***Must be paid 3 days prior and secures your appointment. ****Invoice generated through PayPal and may be tax-deductible as a professional service. Please consult your tax advisor.

FREE Benefits Consultation for Federal Employees

Avoid costly retirement mistakes! As a Federal employee, you are entitled to a free benefits consultation. We are an authorized provider of benefits counseling to all Federal employees. During your FREE consultation, we will provide the following:

  • A breakdown of all the codes and deductions on your paystub.
  • An estimate of your retirement income & expenses based on your FERS/CERS, TSP and FEGLI.
  • An assessment of your TSP performance.
  • Annual reviews and more.

Schedule your Benefits Consultation HERE: https://my.timedriver.com/J4DFJ

METRO ATLANTA ONLY. If you live outside of GA and are looking for a benefits counselor in your area, please send an email to lancasteragency1@gmail.com and they will find the closest counselor to you.