AREAS we'll Cover
Buying a home
Employee benefits and insurance review
Month 1: Data, Strategy & Action Session
Month 2: Phone Session Review
Month 3: Phone Session Review
Your own personalized, comprehensive and actionable financial plan.
Your own custom budgeting tool to help you track your monthly income and expenses.
Our assistance in implementing the recommendations within the financial plan.
90 days of unlimited email/phone calls with a financial planner.
Access to our online Money Class course.
Complimentary access to our workshop events.
Loving support from a knowledgeable, compassionate team who truly want to help you succeed.
*Meetings will be held virtually or in person if you live in the Los Angeles area.
You deserve to live the life of your dreams, free from stress and anxiety about money. Let me show you how."