I partner with individuals for 1:1 personal financial planning education and with group programs to educate clients on financial literacy and strategies.
I do not work for nor do I partner with any:
- Broker Dealer, Registered Investment Advisor, or Insurance Company.
- I do not solicit or sell any specific financial products or services.
Clients may hold assets at any firm(s)/custodian(s) of their choice.
- I charge $150 per 60 minute appointment.
- Group Sessions can be negotiated per the client's business need.
