Virtual Office Hours: Ask A CFP®
Book a 30-min session ($200) or 1-hour session ($400)
This option is for those who have money questions but don’t have a relationship with an advisor they can ask. You want to talk to someone who doesn’t sell financial products or receive commissions based on recommendations. You’ll receive sound financial guidance drawn from my years of experience working with real clients, and also all of my technical knowledge as a CFP® and MBA. I was working in this industry during the last financial crisis and I know how to help people adjust and pivot during challenging times.
You can book 30 mins or an hour. The session is open to tackle whatever questions or concerns you have. We’ll address as much as we can in the time frame we have. Have your documents available and be prepared to screen-share if needed. We’ll meet via Zoom Video.
Keep in mind that we’ll not be able to do detailed analysis on certain questions due to the time constraints.