Just want an initial checkup?
Would you like to feel like your money makes sense?
Would you like less stress about money?
Be able to get many of your financial answers answered with something other than "it depends" or "we will need to do a full financial plan first"?
If you are interested in having more clarity, being more confident, and having a transparent guide to talk to, who really understands your situation...
Check your email to install the app on your phone.
Fill out your scorecard on your phone, round numbers are ok.
It usually takes people 10 to 30 minutes.
Within a week: I will send you a 3-5 min video, giving you about 3 observations that should be helpful.
If you want, then we can have a 15 min chat on the phone about your concerns.