1-Hour “Pick My Brain” Session





Need some of your financial questions answered? Sign up to get a 1-hour session where you can ask me specific questions focused on your biggest financial struggles.


Here’s what’s included:

  • 1-hour one-on-one session to ask me anything related to your personal finances.
  • Help you identify your financial goals and create a plan.
  • Meet with me at your convenience by phone or through video conference.
  • I will assess your financial situation and give you an action guide for after the session.
  • Each call will be recorded, so you don’t have to worry about taking notes during our call, and you will receive a copy of the recording for your notes.
  • Your sessions are private, and I will not share any information about you with anyone. 


This is perfect for someone just looking to get pointed in the right direction.


Once you’ve scheduled your session, you’ll receive an email with a link to schedule the date and time of your session. In order to ensure I answer all your questions, I ask that you send me your questions ahead of time. That way I can structure the call to make sure we get the best use of our limited time.


*Please note that I am NOT a financial planner, therefore, I do not give specific investing advice. I can, however, educate you on how investing works.


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