Living Her Dream

Living Her Dream

Quite often I find myself in conversations with people who say things like, “When __ happens, then I will do ___.”  For example, “When I retire, then I will play more golf,” or “When I earn more money, then I will take a vacation,” or “When I have more time, then I...

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.