Pricing Overview

The fee for this initial meeting is $297 $195. I am one of the few financial advisors that charge a fee for the first meeting, and there’s a very good reason for this.

When the first meeting is free, it is an opportunity for the 'financial planner' to sell you something. We guarantee value, so if you don’t feel you gained any value from the meeting, we will not invoice you.

We're here to help you create your financial plan, not sell you a product!

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