CHOOSE THE RIGHT PLAN
Choose one of the three options below to be sure we have enough time to cover the topics you would like to discuss.
Defining your Why of Financial Independence
Tracking your Expenses and using tools like Mint or Personal Capital
Identifying saving opportunities and putting together a budget that works for you
Understanding your 401(k) & HSA and maximize value from these tax-deferred accounts
Silver plan plus ...
Opportunities to maximize 401(k) via after-tax contributions (mega backdoor Roth)
Investing in an IRA and which type may be appropriate for you.
Investing in a brokerage account to further boost your retirement planning
Life Insurance
Platinum plan plus ...
Travel Hacking and credit card rewards
Backdoor Roth IRA
Real Estate Investing