Three month engagement that focuses on:

Defining Values & Setting Goals

Cash Flow & Budgeting

Debt Management

Saving & Investing

Employer Benefits Review

Tax Strategy Review

Wealth Building & Preservation

30 days of implementation assistance after Plan Delivery

Investment: $3,950 individuals

$4,950 couples

Ongoing Support Add-On after 6 months: $100/mo.

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

Values Discussion

Question on a specific pain point/topic such as prioritizing competing goals

Investment Portfolio Review

Cash Flow Analysis

Creating a Budget

Hourly Rate: $250

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!