My Services
Clarity, Confidence, and Results
Hourly Consultations
$250/hour
Perfect for addressing specific financial questions or challenges.
Examples:
- "How do I roll over my 401(k) without penalties?"
- "What are my tax-saving options as a small business owner?"
- "Am I fully covered with my current insurance policies?"
Project -Based Support
Comprehensive support for tackling more complex goals.
Examples:
- Reviewing and updating all insurance policies.
- Managing tax strategies for rental properties or side hustles.
- Creating an investment plan aligned with your goals.
