One of the best ways to help clients navigate through all their financial questions and concerns is through one-on-one personalized planning calls.
The focus and mission of these one-on-one sessions will be to...
Get an understanding of your current financial picture
Identify what financial goals you have for your future
Educate you on your options
Help you determine what action steps to take to achieve your current and future financial goals
Topics include but are not limited to...
Personal Finance and Financial Planning
Tax & Tax Planning
Budgeting & Saving
Saving & Planning for Kids
Generational Wealth & High Net Worth Financial Planning
I have intentionally only allotted 60 minute time slots because I have had hundreds of introductory calls over the years with new clients and know that you barely scratch the surface within 30 minutes.
60 Minute 1:1 / $147