We offer bi-monthly Zoom meetings or calls at your convenience, whichever you prefer. Our approach to understanding your finances and goals is holistic and goal-oriented. We collect all the necessary details about your financial life and organize them in your personal financial portal for easy digital access. We provide in-depth analysis and insights into your current situation and recommend actionable strategies to help improve your financial well-being.

Our flat rate is $3,000 per year or $750 per quarter (one-year minimum commitment).