1-Hour Financial Health Check 

$250

This one-hour meeting is designed for people who want clear answers quickly. We review your financial plan, identify potential risks, and discuss practical steps to improve your financial position. After the session, you receive a written summary with key observations and recommended next steps.

 Book Your Financial Health Check

What You’ll Get During Your Financial Health Check

Prepare Your Financial Snapshot

Before the meeting, you'll complete a short financial profile so we can understand your current situation and the questions you want answered.


This allows us to focus the conversation on what matters most to you, such as:

• Retirement readiness
• Income planning
• Investment strategy
• Tax exposure
• Social Security decisions


By the time we meet, your information is already organized so we can spend the full hour discussing strategy.

Review Your Strategy Together

During the one-hour meeting we will walk through your financial situation and identify opportunities to strengthen your plan.


Together we may review:

• Your retirement timeline and income needs
• Investment allocation and risk exposure
• Tax planning opportunities
• Social Security claiming strategies
• Key risks such as market volatility, inflation, and longevity


You will also have time to ask questions and receive practical guidance tailored to your goals.

Receive Your Financial Health Summary

After the meeting, you will receive a written summary that includes:


• Key observations from our conversation
• The most important risks or opportunities identified
• Recommended action steps you can take next


This summary provides a clear outline of how to move forward, whether you choose to implement the ideas on your own or explore a more comprehensive financial planning process.


Hi, I'm Dre Griggs, CFP®, MSAE

Dre Griggs, CFP®, MSAE is a Certified Financial Planner and educator with a Master of Science in Applied Economics. He brings a unique blend of real-world financial planning and academic insight to help others make wise decisions about money, retirement, and long-term wealth.


As the founder of Obsidian Wisdom and an Economics Professor at St. Johns River State College, Dre is passionate about empowering professionals and entrepreneurs turn wisdom into action and create lasting financial peace.

After your Financial Health Check, consider upgrading to a Wealthy Retirement Plan.


You can credit the cost of your Financial Health Check toward a Wealthy Retirement Plan if you upgrade within 90 days.

Ready To Get Clarity About Your Financial Future?

Book Your Financial Health Check
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