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Choose the Plan for You

I offer coaching, consulting, and support for your personal and professional development.

  • Best Value

    Individual Session

    100$
     
    One on one session for specific Financial Coaching Discussion
    Valid 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

  • 10 Session Pack

    800$
     
    Comprehensive Discussion on Structured Topics or Bring Your own Topics
    Valid for 12 months
    • Financial Plan Creation
    • Financial Coaching
    • Retirement Planning

  • One session per month on any Topic

    100$
    Every month
    Get one session per month and use every session on a different topic
    Valid for 12 months
    • Financial Coaching
    • Retirement Planning
    • Financial Plan Creation

  • Retirement Plan Creation

    1,000$
     
    Create a complete customized financial plan for retirement
    Valid for 3 months

    • Estate Plan Creation

      1,000$
       
      Create an Estate Plan with multiple Asset Classes
      Valid for 3 months

      • Monthly Bookkeeping

        300$
        Every month
        Monthly Basic Bookkeeping Services
         
        • Basic Business Bookkeeping Package

      • Basic Plus Membership

        400$
        Every month
        Unlimited time per month and per year till the work is done.
         
        • Basic Plus Bookkeeping Package
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