We will show how to get peace of mind and lead you towards financial freedom.
Video Consultation
This is a new to get in contact with us. As of right now, we set aside 1 hour each weekend for us to answer any questions that you may via a live video call. The first 5 minutes are free, then after that each additional minute $4.00. This is a consultation call service to answer any quick non-investment questions that you may have.
Financial Organization
First thing first, get organized. We help you organize all of of your income and expenses.
Budgeting
After you get organized and are in the know of your current financial status, it is now time to create a budget to begin the debt free journey.
Retirement Planning
Here we will first review your situation and then suggest the right plan of retirement investing, either Roth IRA, Traditional IRA, 401(k), or 457 plans.