You need to make a financial decision "to get you where you want go".
You call & brief me on your situation, questions, goals, etc.
We set a meeting in-person or via Zoom.
You send me your financial data & I prepare a draft plan.
We meet to define goals, discuss your options & pros and cons.
A personalized plan to move forward is your result.
(This can be one or two sessions depending on your current situation and goals. You decide! You leave your investments where they are.)
Benefit from support and guidance along the way.
Future add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months,
call 250.306.1256 to book your
Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.