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 improve it. The process is collaborative, engaging, and goal-oriented for those seeking a strong financial foundation.

Included;

• Tax Planning & Strategy

• Budgeting & Cash Flow Planning

• Insurance Policy Reviews, Risk Analysis

• Investing Road Map

• 401(K), IRA, Roth IRA advice and guidance

• Stock Options & Grants

• Student Loan & Debt Strategy

• Beneficiary Review

• Will, Power of Attorney, Healthcare Directive Included.

Also Included;

Full collaboration with your professionals, including accountants, enrolled agents, CPA’s, Estate Attorney(s), Family Law Attorneys, and any Insurance Agent(s).

If you need any of the professions mentioned, we can certainly provide a referral.

Our flat rate is $4,000 per year or $1,000 per quarter (one-year minimum commitment).