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FINANCIAL & INVESTMENT PLANNING

 

We create the plan around your financial needs and questions. How can I help you maximize your financial potential?

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FINANCIAL PLANNING

12 Month Partnership: Plans from $1,700
(based on complexity)

I design a plan around your lifestyle, tackling your top priorities with education and accountability along the way. 

Spending & Savings Plan

Debt Management Plan

Family & Education Savings

Retirement Planning

Family Protection

Investment Planning

Includes up to twelve (12) scheduled meetings with

unlimited calls and messages. 

RETIREMENT PLANNING

12 Month Partnership: Plans from $1,100
(based on complexity)

In my retirement planning partnership, I will help answer: 

When you can retire

How much you can spend in retirement

How much to save for a comfortable retirement 

Strategies to help keep more of your savings

Includes four (4) scheduled meetings with unlimited calls and messages. 

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Financial Report

SPENDING & SAVINGS PLAN

4-Step Process: Plans from $1,100
(based on complexity)

The Spending & Savings Plan helps bring awareness

to where your money is going and how to:


Balance expenses you need to live

Pay down debt

Increase your savings

and

Still have fun! 

INVESTMENT MANAGEMENT

Up to 1.83% of Assets Invested

Investing can be overwhelming but we know how important it is for your future. 


I can help you compare your options on how and where to invest your money based on your future plans for your money and lifestyle.

*Other account fees, fund expenses, brokerage commissions and service fees may apply.

Investment Chart