Our Process
Taking Inventory
Create a safe space to talk about money concerns and your current financial reality.
Control Over Cash Flow
Understand spending, survival costs and emotional spending triggers.
The Reset
We implement specific tools and tactics to help adjust behavior and form new habits.
Future You
Build a future that feels safe, dignified and hopeful. We create the plan that you want to pursue but that adjusts with major life changes.
Partnership
We know change is hard and finances can be complex. Our principles are sustainable but we offer ongoing support and education as needed.
Consulting Services
Based on your individual needs and aspirations, we focus on specific areas to help you achieve your financial goals.
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
Genwealth Consulting Fees
Available Packages
3 Sessions - $450
5 Sessions - $675
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.
