Available Online

Meeting event-Financial Coach & Support

An initial one-on-one sit down

  • 1 hour
  • 50 US dollars
  • Customer's Place

Service Description

Objectives: - - I am more than happy to answer your questions and concerns in regards to your wealth growth in the Financial world, I am here to assist you, and coach to set you up for success. - Consultation on the familiarization of personal financial plans that will be unique to you. - Open consultation for any question regards about future wealth growth. - Respond to prospective queries about financial planning. - I will work with you to get a complete picture of your assets, liabilities, income, and expenses. begins with a summary of the key findings from your initial questionnaire and summarizes your current financial situation, including net worth, assets, liabilities, and liquid or working capital. Additional info: Contact me@ 907-317-6044 for any additional concerns or to set up an additional session.


Cancellation Policy

If your cancellation is at least 24 hours in advance of the class, you will receive a full refund. If your Cancellation is less than 24 hours in advance, you will receive a gift certificate to attend a future class. We will do our best to accommodate your needs.