Know Where It Goes
Make More of Your Money
Financial
Freedom
For All Ages
Individuals or Families
My approach
☻
Personalized
Taking the time to listen to your goals and challenges to help build a sustainable financial future
❋
Comprehensive
From a basic review of spending habits to assisting with planning for a future free of worry
✦
Adaptive
Things change! Working witih you to adapt to all the ups and downs that occur in your financial life
✿
Interactive
A process where its an open discussion, not just a one size fits all plan. Going beyond the initial meetings to an ongoing discussion around life events. Available to you as life progresses.
How it works
Free initial discussion!
Session options
Pay as you go, per session
Buy session packages and get a discount!
Pay monthly for ongoing advice and assistance
Scheduling
Initial discussion is free!
Choose dates and times that works for you
Payment is due when our lesson is complete
My pricing
Follow up sessions (each)
(not the initial meeting, that is FREE!)
$250
Popular
4 session package
Can be scheduled quarterly
$600
Best value
Ongoing - Monthly (6 months minimum)
