A Different ‘Night Before…’

A Different ‘Night Before…’

We love Christmas, love the holiday season, so please take the following in the spirit in which it is written. To all our clients and clients to be, who are thinking of presents under the tree instead putting the December mortgage payment in the mail. ‘Twas the night...

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.