Let’s work together
Whether you’re looking for assistance with your financial planning needs or are in the financial industry and you want to learn how to grow your practice, I can help. Please choose the appropriate type of meeting below.
Financial Planning - $600/hr
This is a 60 minute video meeting for individuals, where we will discuss your financial planning needs. My goal is to listen, answer your questions and make recommendations to get you started on your financial journey.
Business Consulting - $600/hr
This is a 60 minute video meeting for entrepreneurs, where we will discuss your business planning needs. We’ll walk through your current situation, your business goals, and how to efficiently build a bridge between the two.
Financial Professional - $600/hr
This is a 60 minute video meeting for individuals and teams in the financial industry looking to grow. My objective is to learn more about your practice and make recommendations on how to reach your business goals.