Back at the Movies . . .

Back at the Movies . . .

Back at the beginning of the year I took a group of clients to see The Big Short. Great movie, fun and infuriating. That was about, in a fashion, how we got into this mess – the great recession, housing crisis, ongoing foreclosures. It was a sobering overview of...

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.