Build Your Wealth Strategy Session

Service Description

60 Min 1:1 Build Your Wealth™ Strategy Session is designed those seeking tips and guidance on expanding their investment portfolio and advancing their financial plan. Thank you for trusting me to help you navigate through your personal finance journey & pursuit towards financial independence. You will receive a ZOOM link for our scheduled virtual face to face call. Rate: $249 for 60 minutes During this call we will identify opportunities areas and elements for you to leverage in your personal finances and build your wealth. Come ready with questions! Your questions can include topics like: Debt Pay off Credit Improvement Budgeting Q&A on your financial goals & topics related personal finance At the end of the call, you will have a personalized and actionable strategy that will enable you to accomplish all your financial goals if applied. BONUS: You get a free copy of my wealth building guide! Cancellation/Rescheduling Policy: Please give us at least 24 hours for cancellation/reschedule. If you cancel within 24 hours of your start time, there will be 0% (no) refund. You may not schedule more than 1 time. No Show Policy: If you do not show up for the scheduled time within 15 minutes, you are responsible for the entire payment of the session and the session will end after 15 minutes. Note: I am not a financial advisor, this is for educational purposes only.

Cancellation Policy

To cancel or reschedule, please contact us at least 24 hours in advance.

Contact Details