Topic-Specific Packages
Topic-Specific Packages
Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.
Financial planning is a journey, not a destination.
Home Buying Essentials Package
- Can I afford the home I want?
- Model out the impact of my cashflow.
- Help me evaluate mortgage options.
- Plan for property tax and maintenance expenses.
- How much of a down payment should I put down?
- Which assets are better to liquidate for my down payment?
- Do I need additional life insurance to back the loan?
$2,000
Total Consultation Hours: 3