We start with a 90-minute Wealth Building Intensive, then continue with two 60-minute sessions spread out over 3 months focused entirely on you, investing and wealth building.
We’ll define your money goals, assess where you are now, and build a personalized investment plan designed to help you grow your wealth over time.
You’ll walk away with clarity, direction, and a strategy you can actually follow.
Perfect for those who want guidance, accountability, and a clear path forward, not just information.
$700 includes 90 minute session, two 60 minute follow-ups, Comprehensive and Interactive Investor Workbook
$200/hour for each additional hour
We start with a 90-minute Wealth Building Intensive, then continue with two 60-minute sessions spread out over 3 months focused entirely on you, investing and wealth building.
We’ll define your money goals, assess where you are now, and build a personalized investment plan designed to help you grow your wealth over time.
You’ll walk away with clarity, direction, and a strategy you can actually follow.
Perfect for those who want guidance, accountability, and a clear path forward, not just information.
$700 includes 90 minute session, two 60 minute follow-ups, Comprehensive and Interactive Investor Workbook
$200/hour for each additional hour