Services
Personal Finance Consulting
Monthly sessions reviewing budgeting, savings, investment options, and year-end tax preparation. This will include budgeting spreadsheets, goal-setting, net worth analysis, previous year tax return review, 401k review, IRA review, After-Tax Investment options, HSA review, other general financial education, and previous year tax return review (1040 Only: Schedule C/E, 1120S, 1065 not included) starting at $2100/year or $175/mo for 12 months
Personal Finance + Small Business Consulting
Monthly sessions reviewing budgeting, savings, investment options, and year-end tax preparation. This will include budgeting spreadsheets, goal-setting, net worth analysis, previous year tax return review, 401k review, IRA review, After-Tax Investment options, HSA review, Business Operations, Tax Strategies, Entity Selection, other general financial education, and previous year tax return review (1040, 1x Schedule C/E.1120S, 1065 not included) for $3900/year or $325/mo for 12 months.
Host a lesson at your event/company
Reach out to book larger speaking engagements at your event or company. Educate an group and change the trajectory of all of your colleagues’ financial futures!
No Long Term Engagement Option - Quick Answers to Quick Questions
A la Carte Services
30 Min Consultation: $125
1HR Consultation: $200
Comprehensive Tax Return Review: $400
Free Comprehensive Financial Audit
My goal is to be available to educate the masses and you can be a part of that. I will perform a one-time financial audit of the current state of your finances in exchange for allowing me to use the content generated on my newsletters, social media, and lesson content to be generated in the future.