Our goal is to support you through whatever is most pressing in your financial life right now. While we have a process we follow, we adjust it for each client based on their specific needs and goals. These are the areas where we most often provide guidance: money management, asset protection and retirement planning.
Consulting Services
Our services and pricing are listed below.
Money Management
Income & Cash Flow
Saving Strategies
Budget and Spending Management
Consumer Credit and Consumer Lending
Asset Protection
Basic Estate Planning
Insurance
College Planning
Retirement Planning
Investing Fundamentals
Basic Retirement and Estate Planning
Social Security and Medicare Planning
The Process
Take Inventory
Create a safe space to talk about money concerns and your current financial reality.
Take Control
Understand spending, and gain confidence in managing your cash flow.
The Mindset Reset
Shift your relationship with money from stress to empowerment.
The Future You
Keep your long-term vision at the center of every decision.
Self-Care
Ensure your financial plan supports your overall well-being.
Genwealth Consulting Fees
Available Packages
Comprehensive - 3 Sessions - $450
Strategic - 5 Sessions - $675
Essential: Non Package Hourly Rate: $175
Appointments must be prepaid (option to split into 2 equal payments), scheduled and completed within 3 months. Additional sessions will be $150/hr upon completion of all package sessions. Appointments typically last an hour.
