Let's Work TogetherMy goal is to take the financial stress and confusion out of your life, so you can focus on what matters to you and to the world.
Comprehensive Financial Planning
This is the perfect choice for someone who is looking for a complete assessment of their financial life and ongoing support with all things money. Working one-on-one, I will be your partner to help you achieve and maintain financial sustainability. Together, we will create a plan to make the most of your money and achieve your long-term goals.
Topics covered in a comprehensive financial plan may include:
Cash Flow and Debt Management – Employee Benefits Optimization – Financial Goals – Insurance Needs Analysis – Tax Planning Strategies – Retirement Planning – Estate Planning – Education Funding – Risk Management – Investment Analysis – Investment Advisory Services
The initial planning fee is $299-$799 and then an ongoing monthly fee of $60 – $400. All fees vary based on Client income and assets.
Financial Fitness Check Up
This is the perfect choice for someone who is looking for an initial assessment of their financial life. Working one-on-one, we will go over many aspects of your finances and do a deep dive into one or two topics that concern you. After a 90-minute consultation, you will receive a written report with several recommendations.
$299 – $499, depending on income.