Financial Tuneup

Service Description

A personalized two part package where we review your current income, expenses, and assets so that we can optimise them for your goals. In our initial consultation we'll discuss your goals and your current financial systems. I may request additional information so that I can analyze your situation in detail. In our follow-up consultation we will review the current state of your finances in detail, look at how much you need to have invested and project a timeline for financial independence. We will discuss options for optimizing your situation to align with your personal goals.