$150/month for 12 months (cancel at any time)

$1,800 total

Flat-Fee-Only Financial Coaching (no % of aum)

• 60 minute monthly deep-dive financial planning discussions (video conference recorded).

• Investor Profile - reviewed after initial discussion or whenever this interests you.

• Focus of our conversations will be catered to wherever YOU are at in your financial journey. We intentionally discuss the financial topics you may be too timid to discuss otherwise. Savings tips, budget discussions, investment strategy, capital allocation, cash flows, marriage & money, kids & money, and I hold you accountable for your savings goals.

• It is my intention that after a year of discussions you will have developed an understanding for proper money management ranging from: tax deduction education, budgeting, paying off debt, appropriate credit card / credit score usage, saving for your retirement, real estate decisions, mortgage decisions, to family planning & many things in between. As a result of your newly acquired financial education, it is my belief that you will have knowledge, tools, and the knowledge of how to use those financial tools to your advantage.