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. You will receive a worksheet to fill in 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 optimising your situation to align with your personal goals.

Cancellation Policy

To cancel or reschedule please contact us at least 24 hours in advance.

Contact Details