“I’m not a businessman, I’m a business, man.” – JayZ

Bring me on board as your personal financial planner for 12 months. You’ll receive ongoing coaching and support for a full year.

How it works

• The Starter Plan package to jumpstart your progress
• Additional one-on-one coaching sessions to address your specific life goals
• Analysis of insurance needs
• Retirement planning
• Annual review meeting to monitor progress and adjust the plan as needed
• Monthly email support to implement action items and provide accountability
• Unlimited email and phone access to me during business hours for questions as they arise (within reason!)

Investment: $3,000+ per year (payment plans available)