Do you have 2-3 questions or a few issues to solve? This is the perfect choice for someone who is looking to get help with issues such as:
Are you looking for a long term relationship with a planner? Do you want to start at “the beginning” and figure out where you currently stand and how to get to where you want to be? This is the perfect choice for someone who is looking for an initial assessment of their financial life and ongoing support with all things money.
Looking for someone to manage your money? Do you have an old 403(b)/457 or 401(k) at an old job you need to do something about? This is the perfect service for someone who is looking for help with investment choices and ongoing investment management.
Already have a financial plan but want continued support? Let’s maintain your current plan while staying ready to pivot, because life is always changing and planning is a never-ending process.