ONE-TIME COMPREHENSIVE PLAN
Get Clarity on Your Current Finances
You may not feel ready to commit to a relationship. You may want to know your own finances better before you commit to a romantic relationship or to a wild dream, such as a trip around the world or a PhD.
I believe that a long-term relationship with your Financial Planner works better for your finances, but if you would rather not, having a clear picture is better than not knowing whether you are on the right path to reach your dreams. You and I can get a holistic snapshot of where you are today.
What To Expect From This Relationship:
We learn about you, where you want to go, and how you plan to get there. We analyze your current situation, find alternative paths you can take, and help you design clear steps to reach those targets.
How Much Does It Cost?
The investment of a one-time financial plan starts at $2,500, depending on the complexity of your financial situation.
