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