Cost
$110/month
No long-term contract, no commitment, no strings attached! You pay monthly and can cancel at any time. I want to help you as long as you want help.
For some this may mean just a few months of service to get an opinion on retirement investing or financial advice while navigating a unique but temporary transitional period in your life.
For others, though, this may mean a few years of service as we navigate debt, savings, investing, college planning and retirement.
Whatever stage you are at, I am here and believe that I can help you navigate and progress on your journey!
What You Get
Personalized Financial Advice
No two situations are the same, so trying to apply a financial plan to your specific situation that wasn’t designed for you will have its limits. I want to get to know about you, your family, your career, your dreams and your financial goals so that we can work together as a team to develop a financial plan that was designed specifically for you. A personalized financial plan will be your best path to financial freedom.
One Hour Monthly Virtual Meeting
Each month we will meet to discuss how you are progressing on the financial plan we have developed for you. We will discuss any unexpected financial events that have occurred and make adjustments to the plan as needed. Financial plans should always be individualized and agile. Life can be unpredictable and knowing how to respond to life’s surprises is an important part of making financial progress.
This monthly meeting is not mandatory but it is highly encouraged and will allow me to provide the best financial advice.
Unlimited Email Support
Just think of me as your very own personal financial Google.
Have a question and you don’t want to wait until our next meeting? Email me.
Forgot to mention something in a meeting we just had? Email me.
Wake up in the middle of the night panicking about your debt? Email me.
Need advice on handling an unexpected medical bill that just popped up? Email me.
I am here to help you when you need help and I don’t want you to feel like you have to figure out everything on your own between our virtual meetings. Email will allow us to stay connected throughout the month and will make our monthly meetings more productive if I have already been updated on any significant changes.
So if you find yourself thinking, “Should I send an email about…”, the answer is always Yes!