FINANCIAL PLANNING PACKAGES

TOUR MANAGER

$50.00 per month

  • Phone and email access to me for 12 months to help with financial questions, and events

  • 3 Meetings per 12-month period

     

      • Initial Strategy Meeting
      • Insurance/Investments
      • Retirement planning

$75.00 per month

  • Phone and email access to me for 12 months to help with financial questions, and events

  • 3 Meetings per 12-month period

     

      • Initial Strategy Meeting
      • Insurance/Investments
      • Retirement planning

  • Annual portfolio review and report on current investment holdings or 401K rebalance, etc.

     

$100.00 per month

  • Phone and email access to me for 12 months to help with financial questions, and events

  • 4 Meetings per 12-month period

     

      • Initial Strategy Meeting
      • Insurance/Investments
      • Major Goal Planning
      • Retirement Planning

  • Annual portfolio review and report on current investment holdings or 401K rebalance, etc.

     

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♫ ROCK N ROLL FANTASY CAMP

We offer 7 different bootcamp subjects for you to choose from. Each bootcamp is 3 consecutive days of LIVE virtual meetings with Q&A, with replays accessible for 6 months from end of bootcamp.

  • Budgeting 101

  • Budgeting 101

  • Credit 101

  • Investing 101

  • Insurance 101

  • Educational Savings 101

  • Retirement 101

$150.00 Each

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★ ROCKSTAR

Personal one-on-one planning as needed.

You set the schedule and how often we meet. This is an a la cart option.

$300.00

Per Hour

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DROP ME A LINE

A CFP® can bring all your financial pieces together on a foundation of trust and collaboration. 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, IL, MA, NV, TN, WA.

California Insurance License 0I39165.