We review your current financial picture, goals, and concerns—income, expenses, debt, savings, and investments. You’ll get clear next steps and a practical plan, not a sales pitch.

Bring recent statements (banking, investments, loans), your income details, and any specific questions or goals. If you don’t have everything, that’s okay—we can still get started.

Fees vary by scope, but you’ll know the cost upfront. You’ll leave with personalized recommendations, prioritized action items, and a roadmap you can implement right away.