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.