Financial Consultation

If you are struggling with a specific financial challenge, and have identified the problem, book a financial consultation to discuss strategy and actions to help you overcome that specific problem. This is a great option for the self motivated who simply need to be pointed in the right direction.


Common areas tackled include

  • Credit Report Evaluation and Audit
  • Debt Elimination Planning
  • Budget and Savings Plans
  • Home Ownership Preparedness
  • Financial Goal Setting
  • Couples Financial Mediation

Investment of $175

2x – 45 Minute Virtual Sessions (Local sessions available in NYC area)

Assessment of Where You Currently Stand

Detailed Report and Analysis of Action Plan