Ask me Anything
$49900
A one-hour, one-time consultation. We'll discuss 2-3 financial topics such as life events, tax planning, investments, or retirement, and you'll get advice, action items and next steps.
Financial Review
A one-hour consultation with follow-up analysis and a second one-hour meeting. I'll provide a comprehensive analysis of your financial state and needs, with key takeaways and next steps.
$1,99900