Service Description

This service is provided over Zoom as a series of 3 one-hour sessions. I'll cover all aspects of financial wellness and provide in-depth advice on cash flow, savings, college and retirement forecasts, estate planning, insurance needs, real estate consultation, charitable giving, and investment recommendations. I'll provide an actionable plan with clear steps for implementation and I'll remain available for consultation once you've begun to execute your plan. $200 deposit required upon booking.