Alumni: Products & Services

We offer a range of services to help you achieve the financial results you’re after. Not sure what you need, find the service that is right for you.

Financial Health Session

This is a one-hour session where I will help you with your personal financial statement and show you your diagnosis. Tax included in price


Financial Strategy

One-hour session where we build an individualized financial strategy to help reshape your financial posture. Tax included in price


Accountability Partner

Here we will set financial strategy goals and I will be your accountability partner to keep you honest and help achieve your goals. Price is per month. Tax included