Everything You Need to Build and Follow a Real Financial Plan
You don’t need to be super wealthy to get professional financial guidance. The Club gives you structure, clarity, and step-by-step support.
What You Get Inside the Club:
​​✔ Your Complete Financial Plan
We’ll build your personalized plan together using RightCapital — the same software used by top advisory firms. ​
•Budgeting • Debt payoff • Retirement planning • Investments • Insurance • College planning • Cash flow • Net worth statement​
​
You’ll know exactly where you stand and what to do next.
✔ Unlimited Access to Me
Schedule ad hoc meetings when you need advice or have a life event. Shoot me an email or text if you have a quick question. I am always here to help you.
✔ Quarterly Review Meetings
Every three months, we meet to:
-
Review your progress
-
Update your plan
-
Adjust goals
-
Tackle any new financial challenges
-
Track performance
-
Review Investment Allocations
✔Tools, Templates & Checklists
Downloadable resources to help you implement everything we discuss.
✔ Educational Video Library
Short, practical lessons covering all major areas of personal finance. Simple. Actionable. No jargon.
How It Works:
Step 1 — Book an Intro Call to Discuss the Process
I will send you a client agreement and an invite to RightCapital.
Step 2 — Schedule our first Zoom meeting
Together, we’ll create your financial plan inside RightCapital.
​
Step 3 — Implement With Support
Start making the changes to reach financial freedom.
​
Step 4 — Review Every Three Months
We update your plan so it always reflects your real life.
Who the Club Is For
Perfect for Middle-Class Families Who Want Real Guidance For a Flat Fee
​
This club is designed for you if:
-
You want a clear financial plan
-
You want help making smart financial decisions
-
You want to get out of debt faster
-
You want to save more for retirement
-
You want to invest the right way
-
You want accountability to follow your plan
-
You want trusted financial guidance without big advisory fees
Not for you if:
-
You want full investment management
-
You have a Net Worth > $2 Million, or your situation is highly complex
(For those cases, AUM is a better fit.)
