A 1-hour meeting to get to know you, your current financial situation, your spending habits, and your goals and dreams. Then we will discuss a plan to help you make your dreams a reality. You get to decide whether you feel comfortable implementing that plan alone, or if you want me to walk with you through it.
Cost: Free
50-minute meetings, once a month for 4 to 6 months, or longer if you wish. During these sessions, we will fine-tune your financial plan, work through the mechanics of implementing it, and discuss tips and tricks to make the most of your money. My role will be to encourage, inspire, and continue to provide information on proven financial strategies.
Cost: $120 per session. Payment can be made by cash, check or debit card.
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Santa Rosa Beach
Florida, USA
