As a busy professional, you might not have the time, knowledge or desire to create the comprehensive financial plan that you need. Your financial plan must be uniquely yours, and it must serve you and your long term goals. I work to help you and your family map out a course that prioritizes your financial wellness.
And because I don’t sell any products, I don’t have any conflicts of interest influencing the way your plan unfolds. I only represent you – and your interests – when giving you advice. Let’s get started planning Your Richest Life today.
Who We Serve
Busy professionals under age 55 who are juggling multiple priorities
Looking for a long-term advisor relationship
High-income earners making $200,000 or more per year
Committed to improving financial life and collaborating with an advisor they trust
Appreciates the ability to work virtually with a financial advisor
FREE Consultation
Before we decide to work together, let’s chat about what your financial circumstances and goals are. I’ll give you my honest feedback about where you are with regard to your goals and if I think I can help you achieve them. You’ll have the chance to get to know me and decide if I’m the right partner to help you live Your Richest Life. You can schedule your FREE consultation now.
If we do decide to work together, we’ll breakdown your financial planning into two parts – the comprehensive financial plan and the ongoing coaching and monitoring.
Pricing
In order to make the process attainable for as many people as possible, I’ve spread the payments out over time. If you decide to work with me, you pay an upfront fee ranging from $2,000-3,000. After that upfront fee, you will pay a monthly fee of $200-500 per month.
FAQ
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If you are ready to start down the path to your richest life, why not go ahead and schedule your FREE consultation now. The sooner you start, the sooner you’ll get there!
Not ready to schedule a consultation just yet?
Check out the Blog, which includes financial planning articles to help you live Your Richest Life, or you can enroll in the free Your Richest Life 5 day email course to start taking control of your finances.