Financial Check-Up

  • 1 hour
  • 560 US dollars
  • Online Session

Service Description

I take a targeted approach during our one hour Zoom session - we'll review your current spending, savings and investments. We'll touch on your goals and I'll recommend straightforward steps to get you there. After our meeting, I'll send you an Action Plan that charts your financial plan as you move forward. $100 Deposit is taken upon booking.