Have a question about one specific area of your finances? Simply need to chat about a financial concern that’s on your mind? I’m available to discuss your financial concerns and provide advice on the best way to move forward on an hourly basis.

• Investment Analysis
• Budgeting
• Debt Repayment Plan
• Retirement Allocation and Funding
• Insurance Review
• Launching A Solo Business Analysis

Want to go out on your own, escaping the 9-to-5 and launching your own contractor, solopreneur, freelance or small business venture? We will work to set you up, so you can take the leap while protecting your current assets and preparing for future growth.

• Wealth Analysis
• A Personal 10-Step Freedom Plan
• Personal Timeline for Success
• Tax Optimization Analysis
• Ongoing Support as You Break from the Day Job

Gain a complete picture of your financial life and strategies to reach your goals that you have for retirement, wealth building and distribution.

• Full Financial Plan
• Review of Cash Flow, Investments, Retirement, Taxes, Insurance, Estate Planning and more
• Analysis of business structure and design (if applicable)
• Financial independence timeline

This includes a full financial plan, paid out throughout the year, while also providing for ongoing aid to keep your finances in place.

• Full financial plan
• Review of Cash Flow, Investments, Retirement, Taxes, Insurance, Estate Planning and more
• Analysis of business structure and design (if applicable)
• Financial independence timeline
• Ongoing review of plan
• Ongoing tax optimization analysis
• Access to touch-base conversations – via email or face-to-face