Take control of your finances
Work with a certified financial planner
If you're ready to get a plan in place, the next step is to book an appointment below. If you're not ready to get started on your plan, book an initial consultation first. Not ready for a meet and greet just yet? No worries... K.I.T.
Initial Consultations - $49 - $59
An initial consultation is simply a meet and greet to learn more about our services and see if they're a good fit for you before you commit. We cannot provide investment or finance advice in a consultation because you are not yet a client. You don't need to bring anything and you don't need to share any specifics at this meeting unless you want to.
The Game Plan
The Game Plan is our signature financial planning program. By booking your first team huddle and paying the initial investment, you commit to a one year term of services with a monthly membership. Please read the game plan specifics before booking.