Hourly Planning
Thank you for your interest in hourly financial planning sessions.
Before we meet, there are a few steps to take.
Review the financial planning agreement and two regulatory documents (ADV and Privacy Policy).
Sign the financial planning agreement.
Schedule a meeting.
Documents to Review
Take 5-10 minutes to fill out your information and create your scorecard.
I’ll review your scorecard and send you a short video of my assessment.
If you are interested to learn more we can schedule a time to chat. If not, no worries. You still have a few tips to improve your finances.