your financial cfo

To get started I charge a $500 set up fee, we can begin the process of planning for your future and optimizing your finances. You will receive a questionnaire, as well as, access to our Wealth Builder, followed by a deep dive into your past, present, and future financial goals. After set up, you will be charged a monthly business planning fee which will be auto deducted every month instead of an annual lump sum. The biggest commitment from you will be to meet with me every two weeks during the first 2-3 months while we see where you are and set up your financial strategies. Then we move to a quarterly review meeting schedule.