What You'll Walk Away With:

• Clear answers to your most pressing money questions.

• Your full financial picture organized in one place.

• An honest look at what’s going well—and what needs attention.

• A short list of top priorities for the next 6–12 months.

• Three months of ongoing message support while you put things into practice.

 

Why Orientation Matters:

This session is ideal if you’re a DIYer who just needs direction—or if you want to test the waters before committing to deeper planning. Think of it as your financial baseline: the first step many clients take before building a longer-term plan.

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The Details:

• One 60-minute session with your advisor.

• Flat fee: $500, due at the time of your meeting.

• Includes three months of follow-up support via direct messaging.

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Ready to take the first step?

One session. Clear direction. Get started today.