The Miracle of COVID

The Miracle of COVID

I just left a message for a client, who hasn’t been in good touch with me all summer, urging her to reach back out to me to continue working on her mortgage modification application. I reminded her that, in her specific case, it is a miracle she’s still in her home,...

Ever wanted to pick a lawyer's brain without the complexities of hourly rates and retainers?

This is why we offer you a simple and affordable solution: A One Hour Session for $300. 

During your one-hour session, we will identify crucial adjustments in your financial strategy that can be implemented immediately!

Objective:

We will address your immediate concerns and devise a strategy to enhance your financial well-being.

Preparation:

Fill out "What Money Matters To Me". This confidential questionnaire a tool is used, maximizing our time together.

Discussion:

We explore your financial concerns, identify areas for improvement, and craft your customized roadmap.

Follow-Up:

You leave with actionable steps, resources tailored to you, and the confidence to navigate improved financial health.