Let's get to know one another and see if we're a good fit together. We'll talk about your goals and what circumstances are keeping you from reaching them.
An intensive two weeks designed to handle an imminent threat. This includes two 60-minute Crisis Management Sessions and two 30-minute catch-up calls. We'll talk twice each week.
A 4-month program to start you on your journey to financial freedom. Each month will include a 60-minute goal setting session and a 15-minute catch up call 2 weeks later. We'll talk every other week. 10% Discount for booking 4 months at a time.
You know where you're going and how to get there. Every three months will include a 60-minute session to make sure you're still on track and two 15-minute catch up calls. We'll talk monthly. 20% Discount for booking for 1 year at a time.
You're comfortable with your plan and just want to get together for minor course corrections. Every six months will include a 60-minute goal setting session and one 15-minute catch up call. We'll talk every three months. 20% Discount for booking one year at a time.
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 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.
Did something pop up and you can't wait until your next scheduled session? Book a 15-minute call and we can make a plan.
