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Take control of your money and gain clarity in just one focused hour. This 60-minute session is designed for individuals who want personalized guidance on budgeting, debt payoff, investing, or planning for life changes like divorce or career transitions.
What makes it unique:
Expert guidance from a CPA: Benefit from 16+ years of accounting experience and real-world financial knowledge.
Personalized action plan: Walk away with clear next steps tailored to your goals and situation.
Supportive approach: Learn strategies without judgment, overwhelm, or confusion.
Who it’s for:
Young adults ready to take control of their finances
Mid-career professionals seeking confidence and clarity
Anyone facing life transitions or financial challenges
Value you’ll get:
Expert insights into your unique financial situation
Practical strategies you can implement immediately
Confidence to make smarter financial decisions
Booking Details:
Duration: 1 hour
Price: $299 (payment collected upfront via Calendly/Stripe)
This session provides educational financial guidance. It is not personalized investment, tax, or legal advice.
Take control of your money and gain clarity in just one focused hour. This 60-minute session is designed for individuals who want personalized guidance on budgeting, debt payoff, investing, or planning for life changes like divorce or career transitions.
What makes it unique:
Expert guidance from a CPA: Benefit from 16+ years of accounting experience and real-world financial knowledge.
Personalized action plan: Walk away with clear next steps tailored to your goals and situation.
Supportive approach: Learn strategies without judgment, overwhelm, or confusion.
Who it’s for:
Young adults ready to take control of their finances
Mid-career professionals seeking confidence and clarity
Anyone facing life transitions or financial challenges
Value you’ll get:
Expert insights into your unique financial situation
Practical strategies you can implement immediately
Confidence to make smarter financial decisions
Booking Details:
Duration: 1 hour
Price: $299 (payment collected upfront via Calendly/Stripe)
This session provides educational financial guidance. It is not personalized investment, tax, or legal advice.