One & Done Meeting

Cost: $325

Commitment: None

Description: One 90-120 minute meeting in person or over Zoom. Set up a no commitment meeting and we’ll discuss your specific questions that matter to you most right now. This is for you if there’s an area in your financial life you’re not confident in and you’ve got questions.We can discuss topics such as:

  • creating a budget to control spending along with a tracking system
  • what getting a divorce entails and the financial results
  • what investments inside your 401k have the best ratings and historical returns
  • how to set up a business
  • and much, much more

Want to find out more? Wondering about getting started with us? Go to our Contact Us page to fill out our Contact Form for a no strings 20 minute introductory phone call. You tell us about what’s going on, we answer any questions, then get you on the schedule.