Comprehensive Financial Plan
After hearing your goals and dreams, and believe me, I’m going to ask you to dream, I’ll take a look at your current financial picture and create a game plan to reach your financial goals. I’ll be by your side every step of the way as you implement each action item.
30 minute assessment call
90 minute discovery call to review why money is important to you and your short and long term goals
Your very own financial website
1-3 page financial plan, documented and actionable to be implemented over time
60 minute call to review the plan and strategy
3-4 meetings a year to check-in on progress, review next items and make any necessary changes
Available by email for questions
Rates Start At
$1,000 Upfront + $250/mo for single
$1,500 upfront + $350/mo for couples
*Rates are calculated based on complexity.
Available Service Options
Create Your Financial Roadmap
How To Budget
The Best Credit Card For You
Review Stock Options
To Buy or To Rent?
How To Maximize Company Benefits
Are You Under or Over Insured?