INCOMES & LEGACIES

Work With Me

When you are ready for a paid, conflict-free discussion, here are the ways we work together:

Quick Sanity

Check

$350/ 30-minute session

  • "I have no idea where to even start."
  • "I just received an inheritance."
  • "Am I getting scammed?"
  • "I want to interview you first."


SCHEDULE

Second Opinion

Review

$500/ 60-minute session

  • "Should I buy this annuity, LTC or life insurance policy?
  • "Can you help me to manage my own money?"
  • "I'm paying 1%. Is it worth it and what are my options?"


SCHEDULE

Deep Strategy

Sessions

$1000/ 2x 60-minute sessions

  • Where are you now, where do you want to be?
  • Total Analysis of income, assets and insurance. 
  • Comparison of existing strategy vs where you want to be.
  • Professional referrals if appropriate.


SCHEDULE