which statement best describes you?
“I need advice on one or two things.”
A 2-meeting engagement to discuss 1-2 big financial decisions in your life. Get a clear action plan and brief follow-up email support.
“I want ongoing financial advice in all areas of my life.”
WEALTH MODE PLANNING
A 4-meeting process over 2 months, followed by 2-4 meetings per year plus email, text, or phone call support at a price that's customized to you.
Professional investment portfolio management offered at additional low cost.
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“I have a special need for a complex one-time decision.”
2-3 meeting consultation for a more advanced financial or investing decision you're making.