Six month engagement that focuses on:

Cashflow & Budgeting

Debt Management

Saving & Investing

Employer Benefits Review

Tax Strategy Review

Wealth Building & Preservation

Investment: $3,750 individuals & $4,750 couples

Ongoing Financial Planning after 6 months starts at $300/mo.

One-on-One discussion for any of the following:

Values Discussion

One-time written plan

Question on a specific pain point/topic

Hourly Rate: $200

If you’re interested in financial education seminars for your school, company, or other organization, please contact me here. I look forward to connecting with you!