Services

I specialize in helping people make smart choices about their money. Did you know that simple financial mistakes cost people thousands of dollars every year, and sometimes much more than that! I offer people unbiased financial advice and analysis without draining their accounts with fees, or trying to sell them something they don’t need or understand. It’s simple…. what you see is what you get. I offer two simple options depending on your need and price range.

Full Plan – $497
Here is what you get:

Our first contact will to review your financial information and find out what your greatest concerns are. This is your chance to fill me in on where you are today and where you want be.  The second step is we will schedule a conference call to review your situation and go over recommendations and action items. Don’t worry though, you won’t get left high and dry here! We’ll also schedule a follow-up call to make sure you are following through on your action items and getting the results that you desire. I do reserve the right to modify quotes for certain situations that would require extensive research and back-end work.


 

One Hour Consult – $97 (Price goes up at year-end!)
Don’t need a full blown financial plan, but have a few questions that need to be answered? A one hour consult could be the best fit for you. You get an hour of my time pick my brain on what ever subjects you want to cover. If we determine that your questions are out of my scope then there is no charge.