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1 on 1 Power Session

Me and You on Zoom Reviewing Your Financial Life using RightCapital
Financial Planning Software

How it works:

  1. Sign up using the link below to create your profile in RightCapital financial planning software. No need to link your accounts in the software just create manual entries.

  2. I will send you a client agreement to sign electronically.  

  3. Send me an email with a couple of options of your preferred days/times to meet along with a brief summary of your financial situation and any pressing topics to cover. 

  4. We will have a one hour zoom call where I share my screen and walk through your financial portal answering any questions and sharing my thoughts on what you can do going forward. 

  5. I will send you a report after we meet with everything we review including your Net Worth Statement, Cash Flow projections, and my recommendations. 

Cost: $399