GET IN TOUCH
All packages include access to our shared drive with budgets and other resources.
Additional sessions can be added at $200 per 45 min session.
For gift options, head to our shop page
An introductory package to assess your financial situation and deliver quick recommendations
Financial assessment - 60 min
1 goal focused session - 45 min
Topics include: budgeting/debt/cash management/retirement planning/investments/planning for family/healthy habits/tax strategy/real estate
Building a financial system that works seamlessly to achieve your goals.
2 goal focused sessions - 45 min
Adding more of the financial puzzle pieces by focusing on longer term goals such as travel, retirement, home buying.
Detailed future you (retirement), investment or real estate scenario planning in our drive
Maintain your financial plan and update your strategy based on life events. Never feel financially alone again!
Quarterly check in sessions booked in advance for accountability
Agendas: Update balances, strategic tax plan, cash flow changes, portfolio rebalancing
Unlimited email support