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Pete has a B.A. in mathematics and linguistics from Harvard College and is a Fellow of both the Society of Actuaries and the Conference of Consulting Actuaries. He is the author of numerous technical papers as well as “What’s Your Future Worth?” which was named by Wealth Management as one of the 10 best business books of 2015. More of his writing is on his website.
“Holistic Financial Wellness Diagnostic”
Number of packages available – 2
Fundamentally, this diagnostic will help you understand your financial situation and identifies what financial issues you are or will be facing as well as how to take the next step in addressing them. What I am offering people now is:
- 30 minute intro call
- 90 minute “get to know you and your money” meeting
- Comprehensive e-mail summary of diagnostic and recommendations
- 30 minute phone call to go over e-mail and answer questions
For all of the above I generally charge $900.
1 (one) hour of personal financial consulting
Number of packages available – 5
If you have a specific financial issue that you need advice on, you can consult with me on an hourly basis. I do not sell any product nor am I licensed to do so, so all you will get is my advice and analysis of your problem.
For this kind of consulting I generally charge $300/hour
Please CLICK HERE for more information on the 6 Foundational Principles of Holistic Financial Wellness: