This is a service I offer for people who have a few pressing financial questions but don’t need a full financial plan or ongoing guidance. It allows you to get the advice you’re looking for at a price that makes sense.
Here’s what the Start-Up Session includes:
- One 60-90 minute phone or video call.
- In-depth advice on 1-2 of your most pressing financial questions.
- A follow-up email with my recommendations and action steps.
All questions are fair game, but you can download my FAQ to see some of the most common questions I get.
Down below you can pick a time for your Start-Up Session. It’s best if you schedule about 2 weeks out or so, so we have plenty of time to get on the same page before our meeting. If you have any questions or can’t find a time that fits your schedule, email me at firstname.lastname@example.org and we’ll figure it out.
I can’t wait to hear from you!
All the best,