Financial Team Member

You’ve reached your goals and want to deepen your advisory bench. Keep me on retainer and once per year you will get a 60-minute in person or Zoom goal setting session with me and will have the opportunity to schedule 15-minute catch up calls each month. I will also join you at meetings with other advisors if you want another set of ears for a separate fee.

This program costs $300 per year with extra sessions billed at $200 per hour. The invoice must be paid before our first session. Fill out this form and I’ll respond within 48 hours to send your invoice and get our first session scheduled.

Not sure you’re ready? Click here to schedule a FREE CONSULTATION.

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Legal First and Last Name, "Preferred Name" (if any), Age
Legal First and Last Name, "Preferred Name" (if any), Age
Have you been through FPU?
Street Number and Name, City, State, Zip Code
Ok to text?
Do you have an irregular income?
Do you use a monthly budget?
Do you have an emergency Fund?
Are you currently investing for retirement?
Do you contribute to non-retirement savings?
Housing: Do you rent or own?
Are your payments current?
Do you have any vehicle loans?
Are you current on your payments?