Work 1:1 with me on a variety of topics. These include but are not limited to guidance during life’s big moments (getting a new job, death of a family member). For those who want continual support I recommend the annual package where we will have a one hour call each quarter.
Who is this for: Women (& any family that would like to join) who want to have the knowledge of a Financial Advisor but might not be willing to make the full transition into becoming a Wealth Management Client.