Discovery Session

This is a comprehensive 2-hour Discovery Session that requires preparatory work, including completing a questionnaire and a worksheet. During the session, we'll discuss your financial situation and provide personalized action steps to help you achieve your goals. The cost for this session is $255. Here's how it works: You can schedule a Discovery Session directly, and payment of $255 is due upon scheduling. After scheduling, you'll receive a confirmation email with preparatory materials. We'll meet on Zoom at the scheduled time, allocating 2 hours for the session. Following the session, you'll receive a recap detailing the discussed points and recommended steps to move forward with your goals.