Our initial meeting is a no cost, approxamitly 30 minute meeting where we will get to know a little about each other. We will discuss your current concerns and goals along with the services we can offer.
We’ll meet up to 4 times with the goal of creating a 1-page document that becomes the compass for your financial future.
Outline Action Steps
We’ll focus on behavior and cashflow and measure our monthly benchmarks, follow the plan to reach your goals, and have 30 minute monthly planning sessions.
As Time Goes On
We’ll shift our focus to long term planning and goals:
Schedule a Free Consultation
Our initial consultation is completely free and only takes 30 minutes.
You will have the opportunity to discuss your current worries and concerns. Then we will help you understand how we can help.