PRICING

TOUR MANAGER

$60.00 per month

$600.00 per year (Save $120)

  • Email/phone access to me for the time of our engagement

  • 3 Meetings per 12-month period

    1. Initial Strategy Meeting
    2. Insurance/Investment Meeting
    3. Retirement Meeting

$85.00 per month

$900.00 per year (Save $120)

  • Email/phone access to me for the time of our engagement

  • 3 Meetings per 12-month period

    1. Initial Strategy Meeting
    2. Insurance/Investment Meeting
    3. Retirement Meeting

  • Annual portfolio review and report (401K, IRAs, investments)

$110.00 per month

$1,200.00 per year (Save $120)

  • Email/phone access to me for the time of our engagement.

  • 4 Meetings per 12-month period

    1. Initial Strategy Meeting
    2. Insurance/Investment Meeting
    3. Retirement Meeting
    4. Major goal planning meeting

  • Annual portfolio review and report (401k, IRAs, investments)

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♫ 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

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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.