If so, the 90 min session is for you.
You’ve worked hard. Making money has been the easy part. Keeping it has been another story ... until now.
You’ve got money in a few places - a 401(k) here, an IRA there, maybe even a brokerage account or an HSA - but you’re not totally sure how it all fits together … or whether it’s working in your favor.
Now, you’re ready to dive in get serious about your money - but when take a peak under the hood, you feel overwhelmed and behind.
That’s where I come in.
Using my Wealth Clarity Planner we will get crystal clear together on:
- How your money is allocated
- What exactly is happening in your retirement and investment accounts
- How your investments are performing and what they are costing you in fees
- Where you are leaving money on the table and missing out on opportunities to build wealth faster
It’s time to stop guessing and start making intentional, strategic decisions with your money.
CLARITY in 90 MINS
Wealth Clarity Session
Book your SESSION now for $597
Book your SESSION now for $597
What we will do together
What you will walk away with after the session
You are not too late
Identify Money Leaks
We’ll look at where your money might slipping through the cracks and help you redirect it toward building wealth.
Demystify Your Investment & Retirement Accounts
I’ll walk you through what’s actually happening inside your accounts - asset allocation, performance, fees, and risk - in plain English, so you feel empowered, not intimidated.
Optimize Your Wealth-Building
Infrastructure
We'll identify opportunities to streamline, automate, and maximize your existing accounts. Whether it's a Roth IRA, Solo 401(k), brokerage account, or HSA - I’ll help you make it work smarter for you.
A clear snapshot of your entire wealth building ecosystem (using my Wealth Clarity Planner)
A clear snapshot of your net worth (using my Wealth Clarity Planner)
My simple online system for tracking income, expenses and recurring payments
A list of follow up actions to take so nothing slips through the cracks
Peace of mind knowing that you are on track and that your money is finally working for you, not against you
Book your SESSION now for $597
Book your SESSION now for $597
Whether you are just starting out on your wealth building journey or recommitting to it, I am excited to teach you all that I know.
My hope is that it does the same for you.
Learning to master our money and build wealth on autopilot has led to so much confidence and freedom.
