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1246 Yellowstone Ave C-2

Pocatello, ID 83201

 

Open Monday to Friday 9 am to 6 pm MST

Saturday by Appointment only

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CLIENT OWNERS MANUAL

Every wondered why Life didn't come with a owner's manual?  Well at least now you can get one for your financial life.

 FOOD FOR THOUGHT

 

So your dishwasher, vacuum cleaner, car, toys, and even pop tarts come with owner's manual and instruction on how to use them safely and apporiateply.  So why don't you have one for your finances and make sure you don't mess up, misuse it, or get hurt by it?

 

We believe that you shouldn't have to go through life without direction.  So we have created a manual that is just right for you.  This is our way to give back to our clients and help them achieve their goals.

What is included in the Owner's Manual

  • Professional Binder to hold all of your important documents in one place

  • Articles and How to's on important financial matters

  • Important contacts 

  • Individualized for your unique circumstances.

  • Process that is done over 4 half hour meetings

  • Coordinated effort with your accountant and attorney

  • Unlimited adjustments

  • Annual review to make sure things are updated

What is the Price of the Manual

$100 one time fee