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Ongoing Clarity
For clients who want a trusted resource as their financial life evolves. A new job, a benefits change, a question from your accountant, an investment you want to understand better. Buying or selling a company, employee retention strategies. Things come up, and now you have someone to call.
Two conversations a month, plus the ability to reach me between sessions when something does. Month-to-month. No contracts, no commitments beyond the month you are in.
Most clients who choose this say the same thing: they finally have someone in their corner who answers the phone and is not trying to sell them anything.
Ongoing Clarity
For clients who want a trusted resource as their financial life evolves. A new job, a benefits change, a question from your accountant, an investment you want to understand better. Buying or selling a company, employee retention strategies. Things come up, and now you have someone to call.
Two conversations a month, plus the ability to reach me between sessions when something does. Month-to-month. No contracts, no commitments beyond the month you are in.
Most clients who choose this say the same thing: they finally have someone in their corner who answers the phone and is not trying to sell them anything.