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I’ve helped dozens of people like you use my D.R.E.A.M. framework to feel better and more secure about their finances.
I believe we millennials deserve an honest, fiduciary financial planner who is only paid for giving great advice (with actionable deliverables), and never for selling financial products.
My clients have expressed their repeated and heartfelt gratitude that I have been able to help them as their financial “counselor” as well as their financial planner. I hope and expect that you two will feel the same!
Bill, what does it cost to work with you?
First - just a reminder for you that our first video call and your Breakthrough Session that you are scheduling here on this page - is completely free.
If you decide to work more closely with me...
Your initial financial plan and annual service/accountability is calculated based on the complexity of your needs.
Development of your financial plan ranges from $750 - $1,000.
Ongoing support ranges from $150-$200 per month.
If you're still reading this far, you're ready!
Again, I promise I won't try to sell you anything. I hate that stuff, too.
But I might make you an offer, give you time to consider, and I will follow up with you either way because if you're reading this right now, you're working on busting your status quo.
I know you can get to living the life you want and I am confident I can make it easier for you to do it, too. 😉