90 Minute Strategy Session

Want financial advice without committing to a long-term engagement? In this 90-minute, high-impact session, we’ll focus on your most pressing financial questions and provide actionable insights tailored to your situation.

What’s Included? You Decide:

✔ Personalized Financial Review – A deep dive into your income, investments, and retirement readiness.
✔ Retirement Feasibility Check – Are you on track? We’ll assess your timeline, withdrawal strategy, and income sources.
✔ Investment Strategy Assessment – Review of your portfolio’s allocation, risk, and tax efficiency.
✔ Tax-Efficient Withdrawal Strategies – Learn how to optimize your distributions to minimize taxes.
✔ Cash Flow & Budgeting Guidance – Ensure your spending aligns with your long-term goals.
✔ Debt & Mortgage Payoff Strategy – Advice on the smartest way to tackle loans or leverage debt.
✔ Q&A Session – Bring your most pressing financial questions for expert guidance.

After the 90 minute strategy session, you will receive a summary of key recommendations and action items to implement, but this is not a full financial plan with detailed projections.

What’s NOT Included?

✘ Ongoing Investment Management – This is a one-time session, not an ongoing relationship.
✘ Detailed Projections, Tax or Estate Planning – While we’ll touch on tax strategies, we won’t draft tax returns or legal documents.
✘ Stock Picking or Day Trading Advice – My focus is on long-term, evidence-based investing.
✘ Implementation of Recommendations – I’ll provide the roadmap, but execution is up to you.

Who is This For?

✅ Pre-retirees & retirees who want an expert second opinion.
✅ Professionals with investments who need guidance but aren’t ready for ongoing advising.
✅ DIY investors looking for a strategic check-in.
✅ Anyone facing a big financial decision and wanting clarity.

Investment: $999

During the 15 minute call, if we determine that the Strategy Session is appropriate for you, we’ll schedule the 90 minute session and you’ll receive an invoice for $999, which is to be paid before the Strategy Session.

Ready to Get Started?

Schedule a 15 minute discovery call to help us determine if the 90 minute strategy session is right for you.