Do you have a financial question?

If so, look no further. Book a one-hour video meeting with a Tilly Certified Financial Planner (CFP)®.

Booking an appointment is simple. First, contact Tilly today to register. Then, provide us with your financial information, and your Tilly CFP will review it and set up an appointment to address your concerns.

Here are some questions we commonly hear from Tilly clients:
  • Is my 401(k) optimally invested to reach my financial goals?
  • Are my investments properly allocated to reach my goals?
  • Do I need life insurance? If so, how much should I purchase and from whom?
  • What about long-term care insurance? Is it worth the expense?
  • Should I invest in a Roth IRA (individual retirement account) or a Traditional IRA? What is the difference?
  • What are some sound strategies for saving and budgeting?
  • I’d like to purchase a home. How much can I afford?
  • How fast should I pay off loans versus how much should I put into savings?
  • Do I have an adequate amount of savings?
  • Is purchasing a rental property a good investment for me?
  • In which of the 10,000 different mutual funds should I invest?

What is your specific question? Or maybe you’d just like a CFP to look over your finances and investments and make a few recommendations. Either way, Tilly is here to help!

And there’s even more good news: This new service is available just in time for the holidays. A Tilly meeting might make a perfect gift for a friend or loved one. The cost is only $300 for the first one-hour session and $175 for subsequent one-hour sessions.

Keep in mind, Tilly also continues to provide our membership offering, which is only $800 per year. A Tilly membership includes ongoing advice from your designated CFP, quarterly emails to track your net worth, tasks, and goals, access to the RightCapital investment monitoring platform, and an annual review with your CFP.