Comprehensive Financial Plan
For those who want a detailed, professional, and personalized financial plan covering all aspects of their financial life
✅ What’s included:
90-minute initial planning session
Full financial analysis, including cash flow, debt, savings, and investment review
Customized financial plan with actionable recommendations
One follow-up 60-minute session to refine and implement the plan
2 months of email support for follow-up questions
💡 Potential Topics Covered:
Full financial overview and assessment
Cash flow planning & budgeting
Debt reduction & credit optimization
Investment and retirement planning (general guidance, no investment advice)
Insurance and risk management review
Estate planning basics (wills, beneficiaries, trusts)
Tax planning strategies
💰 Price: $2,000
