top of page

Choose the Plan for You

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

  • Retirement Plan Creation

    1,000$
     
    Create a complete customized financial plan for retirement
    Valid for 3 months
    • Basic Plus Membership

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

      300$
      Every month
      Monthly Basic Bookkeeping Services
       
      • Basic Business Bookkeeping Package
    • 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
    • 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
    • Estate Plan Creation

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