Discovery Call

Get guidance on your journey to financial wellness and success.

Add-On Services Discovery

This discovery meeting includes the following:

• An up to 20-minute 1-on-1 online consultation meeting.

• Discussion & review of your specific personal finance concerns and goals.

• Proposed next steps and service options.

• One follow-up email with a meeting summary and /or recording and resources

Scope of Services 
Financial education and financial consulting for personal finance management, including both one-on-one or tele-consulting, as well as email/text support and research services.
 
The client understands that consulting fees are non-refundable.

Note: All fees listed in United States Dollars