We offer bi-monthly Zoom meetings or calls at your convenience, whichever you prefer. We collect all the necessary details about your financial life and organize them in your 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 current financial situation. The process is comprehensive, engaging, and goal-oriented.

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