All services can be provided in a virtual setting. Meet with me during your workday break or from home in your comfy clothes. No directions, no traffic, no parking. Conversation from your favorite table to mine.
Comprehensive Financial Planning
Plan will align with your priorities; investments will serve your greater overall financial goals.
Dive into ALL the details: cash flow, taxes, insurance, employee benefits, education planning, retirement, and basic estate planning.
Quarterly virtual meetings for maintenance, monthly check-ins, additional meetings when circumstances change.
I will be available to you by phone, email, or text.
Cost based on complexity of your situation such as married or single, business owner, investment property, stock options, investment management, etc.
- I do not require that you move your investments under my management.
Plan costs starting at $1,600; monthly payment option available
- Consultation on Insurance Needs and Explanation of Benefits
- Retirement Benefits Decision-making
- Social Security Optimization
- Credit & Debt Coaching
- College Grad Launch
- Education Planning & Funding
- Becoming a Landlord
- Employer Retirement Plan Installation and Management (for business owners)
- Educational Classes for Employees to promote financial wellness