Expectations

Expectations are funny things – personal, largely unspoken, the basis for relationships while probably one the main reasons relationships fail. In any relationship the longer expectations are left unspoken, the more divergent they become until you get the...

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.