FINANCIAL SESSIONS

WHAT I DO

I want to help you answer, “Who do you ask?,” when it comes to your financial questions.

I provide personal financial consulting and will objectively answer your financial questions and help solve your financial problems. Since I only work for you, I can help without regards to sales agendas or conflicts of interest. There truly are no strings attached.

HOW IT WORKS

1

Initial short phone conversation to determine what needs to be addressed

2

Information gathering sheets will be sent to be filled in by client for meeting preparation

3

Personal meeting to answer questions and determine necessary next steps

WHAT I DO

Financial sessions are $575 for up to 2.5 hours of time. Any additional time is available at a rate of $250 per hour, with a 30-minute minimum charge, and billed to the closest 15 minutes thereafter.