- QA Call
15 minutes
Let's take 15 minutes and get familiar with one another and i will ask some questions to you. These questions will help us in determining if we are a good fit to work together on your financial journey.
- Discovery Session
2 hours @ $325.00
This session is 2 hours. There is prep work that will need to be completed so take into account approximately 2 weeks lead time to prepare for our call. The prep work is due back to me 48 hours in advance of your appointment for revie ...