Are you ready to achieve your financial goals or are you looking for solutions to your money challenges?
If you are serious about taking your money & finances to the next level, then this is what I need you to do:
STEP 1
Book Your 15-Minute Complimentary Consultation
Do you have money, tax, estate, investment, insurance questions?!
We have answers! We would love to connect with you for a complimentary call.
Once we’ve chatted, and you want to move forward –> Go To STEP 2!
STEP 2
Initial Appointment & Payment
Your initial appointments will include a full review of your current finanical picture, goal development, financial road map and your next action steps.
This is the professional fee for your first 2-3 initial appointments, depending on your needs. We do have a one-time payment option and a 3-month payment plan option. Choose what best fits your budget.
After the initial 2-3 appointments, additional fees may apply for extra services, such as tax or estate planning. These will be discussed and agreed upon before billing.
STEP 3
Please download the PDF Client Registration Form below, complete and have it ready for our first appointment.
(Fill out form as best you can! It doesn’t have to be perfect. 🙂 )
Looking forward to meeting with you!
All client information is held to the highest standards of confidentiality.
