The Strategy Plan

A 30 minute Initial Discovery Meeting via video conferencing, where we will talk more in depth about:

    • Financial Goals and Concerns

    • Merging Finances as a Couple (if applicable)

A 75-90 minute Recommendations Meeting, which includes all service offered in The Cash Flow Plan, plus:

    • A summary of your current net worth, goals, action items.

    • An Investment Analysis - A full analysis of your current stock market investments to determine hidden fees, diversification, potential tax implications and duplicate holdings.

    • Access to my network of experts, including Professional Coaching, Accountants, Insurance Experts, etc.

    • Unlimited e-mail support for 3-months after plan is complete.

Average Package Price: $1,000

Pricing may vary depending on complexity of case. To learn your options and ask questions, schedule a 15-minute consult below.