Financial Planning Services

Personal Financial Consultation

60 minutes $150

This is a one-time session where we can address your immediate financial questions. Discussion topics include: Financial Fundamentals; Financial Goal Setting; Cash Flow Management and Budgeting; Saving and Debt Repayment.


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Personal Financial Review

 90 minutes $500

This session is about gaining a clear understanding and in-depth assessment of your current financial position and building a financial plan to help you work toward achieving your financial goals and objectives.








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book a free 15-minute consultation

If you’re interested in any of these services, book a FREE 15-minute consultation to discuss next steps. 

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This session will be conducted virtually through an online platform.
Session topics will be determined before our scheduled meeting.
Receive a follow-up e-mail with a list of action items that we have discussed.
Please note that this session does not include investment advice or management or long-term financial projections or analysis.


This session will be conducted virtually through an online platform.
Identification and prioritization of financial goals.
Analysis of your monthly cash flow management.
Emergency fund assessment.
Debt management evaluation.
Retirement savings review.
Insurance and estate planning discussion.
Receive a summary of your current financial position, including an analysis of your financial strengths and weaknesses, as well as customized recommendations.  
Please note that this session does not include investment advice or management or long-term financial projections or analysis.

My financial planning process and analysis specifically focuses on accumulation of savings and reduction and elimination of debt in order to achieve financial security and the management of risk through insurance and estate planning in order to protect your wealth. This approach works for my primary clients who are early- to mid-career professionals in the asset accumulation phase of their lives. 

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my sessions are designed to work with your budget and your schedule.

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