CHOOSE THE RIGHT PLAN

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.

Silver
$49
1 hr session

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

Platinum
$99
2 hr session

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

Gold
$149
3 hour session

Platinum plan plus ...

Travel Hacking and credit card rewards

Backdoor Roth IRA

Real Estate Investing

Get in Touch

To arrange a consultation, send us a message.

We would love to hear from you.