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Choose the Plan for You
I offer coaching, consulting, and support for your personal and professional development.
Retirement Plan Creation
1,000$ÂCreate a complete customized financial plan for retirementValid for 3 monthsBasic Plus Membership
400$Every monthUnlimited time per month and per year till the work is done.Â- Basic Plus Bookkeeping Package
Monthly Bookkeeping
300$Every monthMonthly Basic Bookkeeping ServicesÂ- Basic Business Bookkeeping Package
One session per month on any Topic
100$Every monthGet one session per month and use every session on a different topicValid for 12 months- Financial Coaching
- Retirement Planning
- Financial Plan Creation
10 Session Pack
800$ÂComprehensive Discussion on Structured Topics or Bring Your own TopicsValid for 12 months- Financial Plan Creation
- Financial Coaching
- Retirement Planning
Estate Plan Creation
1,000$ÂCreate an Estate Plan with multiple Asset ClassesValid for 3 months- Best Value
Individual Session
100$ÂOne on one session for specific Financial Coaching DiscussionValid for 3 months- Specific Topic for Discussion
- Understand the Finance Behind The Topic
- Create an Action Plan
- Schedule a Follow Up Session for Further Discussion
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