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Here’s What You’ll Get When You Sign Up

Huge benefit #1

Private consulting from a financial expert. I am a CFP® professional with over two decades of success in financial services.

Huge benefit #2

I don't only preach to others ; I practice what I preach. I have zero bad debt, an excellent credit score, and investment accounts that are positioned to meet short-term, medium, and long-term goals.

Huge benefit #3

My goal is to help you! I don't have any financial products to sell you.  I don't want to manage your money and I won't be asking you to roll any assets over to me. My one goal is to help! and that's it.

If you are ready to take control of your financial future and set yourself up for success,  choose your path below.

        ONE TIME CALL

A 60 minute call where you can ask me about any financial topic I am qualified to discuss

$147


  • 60 minute call or video chat
  • As many financial topics as we  can discuss in the timeframe
  • Leave with a  clear plan of action to implement the strategies discussed

Popular

3 call bundle

180 minutes of a financial expert answering all of your financial questions and coaching you to a brighter financial future


$441 

$399

(Save $42.00 off regular price)


  • 180 minutes of private consulting
  • As many financial topics as we can discuss in the timeframe
  • Leave with a clear plan of action to implement the strategies discussed