12-Point Tune up!
A comprehensive review of your full financial picture — not just taxes.
$695 flat fee
How it works -
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You schedule your 90 minute meeting and make your payment
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You receive a link to the questionnaire
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I review your questionnaire,
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You assemble the documents listed.
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90 minute Google Meet to discuss your situation followed by a 60 minute follow-up in 6 weeks.
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After the meetings, I will provide a meeting summary with action items
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Mortgage statement review
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Property tax & escrow review
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Social Security statement review
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Credit report check
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Spending vs. values check
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W-2 benefits & elections review
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Cybersecurity review
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Insurance overview (home/auto/life)
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Investments & savings diversity
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Debt picture overview
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General thoughts & concerns
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Written summary delivered
Contact
Like what you see? Get in touch to learn more.
