Topic Specific

$425 Hourly Rate

  • Benefits

    • Financial education & empowerment
    • Clear picture giving you confidence & peace of mind
    • Recognition of alternative strategies to accomplish goals

  • What's covered

    • A detailed evaluation and recommendation of a specific question such as:
    • How can I pay off my debt?
    • Can I afford to buy a home?
    • Should I convert my IRA to Roth IRA?
    • Do I need: life, disability or long term care insurance?
    • Is my portfolio balanced?

  • What's included

    • In person or virtual meeting with or without prior research
    • Email summary of recommendations
    • Follow up questions for 30 days

  • Get Started

    • Contact us today to get your questions answered