Introductory meeting: free of charge
Subsequent meetings: $150 per meeting (60-90 minutes)
All the packages include a combination of financial/ retirement planning, cash flow planning and/or money coaching, as needed. If you’re not sure how many meetings you will need, book an introductory meeting first to discuss your needs.
Meetings can be done in person or via Zoom (online platform).
- Starter Package: $300 includes 2 meetings
- Core Package: $600 includes 4 meetings
- Full Package: $800 includes 6 meetings
- Complete Package: $1000 includes 8 meetings and 1 follow-up