Quick Start

We also offer a quick start plan to address individual issues one at time. We can meet you for coffee, at a coworking space, or in your studio. For a flat fee of $499 we can help tackle each of these issues: 

  • Estate planning
  • How to allocate an inheritance
  • Student loan assessment and refinancing
  • Employee benefits review
  • Investment checkup 
  • Personal budgeting 
  • Incorporation
  • Retirement planning

We're here to listen and offer advice, not judgement.