1 hour
@
$1,500.00
Do you need a checkup to make sure you can afford the lifestyle you envision (new home, college for kids, etc.)?
Prior to our video call, we'll gather pertinent information from you using our secure portal. We'll then analyze this information.
During our 60-minute call, we'll review your cash flow and saving strategies for experiences and things you want now and in the future.
At the end of our call, you'll have more confidence about where you are financially and what you need to address.
