Personal Consult
A One-On-One Session With a Certified Financial Planner™ for What You Need Right Now
Make Sense of Your Financial World
Book a Personal Consultation
Knowing what to invest in or if your current portfolio is the right match can help you stay on track (and maybe sleep better at night). Talking over your finances may have the same effect. Complete the form below to schedule a one-time session or financial planning sessions with a certified financial planner.
One-Time Advice Session
• Discuss your investing and risk needs
• Review your current portfolio
• Receive portfolio recommendations
• Get specific financial questions answered*
• Discuss next steps
• $150
Financial Planning
• Discuss your financial situation, including goals, investments, family needs, retirement planning and more over two or three sessions with a consultant
• Receive a financial plan—your roadmap for success
• Create action items and review your next steps
• $350
Financial questions may include topics such as taking Social Security, withdrawing funds for retirement, investing for college and converting to a Roth IRA, among others.
Getting Started
Both the one-time session and financial planning sessions begin with an initial 15-minute call (at no charge) to identify your needs and to schedule your personal consultation.
You'll be charged after the personal consult, based on your chosen option—a one-time session or a financial plan.
If you choose a one-time session and decide within 90 days you’d like a financial plan, the $150 fee will count toward the financial planning fee. Get started by filling out the form.
Complete the form and a member of the team will call you.
Private Client Group advisory services are provided by American Century Investments Private Client Group, Inc., a registered investment advisor. This service is generally for clients with a minimum $50,000 investment. Call us to determine the level of service that is appropriate for you. The advisory service provides discretionary investment management for a fee. All investing involves risk.
American Century's advisory services are provided by American Century Investments Private Client Group, Inc., a registered investment advisor. These advisory services provide discretionary investment management for a fee. The amount of the fee and how it is charged depend on the advisory service you select. American Century’s financial consultants do not receive a portion or a range of the advisory fee paid. Contact us to learn more about the different advisory services. All investing involves the risk of losing money.
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.