Fee-Only Financial Planning
I've taken a fiduciary oath to never earn money from promoting any product. The only way I earn money is through the fees my clients pay me.
That's what being a fee-only financial planner means.
The fee-only model ensures you never have to worry if I'm recommending something because it's really right for you or because of the sales commission I earn. I never earn a commission on selling anything. Ever. Nice and simple.
Holistic Planning
Holistic Planning is an investment of $6,600 per year. There is a one-time onboarding fee of $500 and a 12 month commitment is required.
If your household income is below $150,000 there are also a limited number of sliding scale spots. You total annual cost could be as low as $5,000. Email me to see if there are slots available.
The $6,600 fee can be paid in installments, either monthly or quarterly. This price includes investment management services for assets totaling up to $660,000.
Questions about what investment management is exactly? Or anything else? 🤔
👉 Or just shoot me an email!
Quick Start Intensive
The price for the Quick Start Coaching Intensive if $697.
But wait - do you have your discount promo code?!
Get a Promo Code to Save Some 💰💸
Don’t have a promo code? You can get one by listening to one of my podcast interviews - they’re all listed (and linked to) toward the bottom of my home page. Click here to find those promo codes!
Questions about what the Intensive includes? Or anything else? 🤔
👉 Or just shoot me an email!