PRICING

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

$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

  • 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

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

♫ ROCK N ROLL FANTASY CAMP

We offer 7 different bootcamp subjects for you to choose from. Each bootcamp is 1-3 consecutive days of LIVE virtual meetings with Q&A.

  • Budgeting 101
  • Credit 101
  • Investing 101
  • Insurance 101
  • Educational Savings 101
  • Retirement 101
  • Estate Planning 101

$150.00 Each

★ 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

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.