Sometimes you have an important question to address, but you don’t want ongoing support.
I can help.
You got a raise and want to figure out how to make the most of your new income.
You’re in the market for a house and want to ﬁgure out how much you can aﬀord and what mortgage is right for you.
You’ve got debt and want to understand your options for paying it oﬀ. Snowball? Avalanche? Forgiveness?
You’re getting married and want to figure out how to combine / manage your finances as a family.
You got a new job and want help understanding your new beneﬁts and what you can do with your old 401(k).
You’re expecting (or just had) a baby and want to ﬁgure out how much and what type of life insurance is right for you. [View Micro Plan]
You've got kids and want to understand the best way to pay for their education. [View Micro Plan]
Cost $250 - $1000. Includes a Discovery meeting to assess your situation, a Delivery meeting to review your Micro Plan, and of course, a copy of your written Micro Plan.