Consulting
Let’s get your money in order.
If you’d like personalized guidance and education with your finances, let’s talk. Here are the ways I can help.
We’ll meet 3-5 times and I’ll craft a written plan for you to move forward with confidence.
$300 (Individuals)
$400 (Couples)
Explore more with a free assessment call.
We’ll partner together to continually align your use of money with your desired lifestyle.
$80/mo (Individuals)
$120/mo (Couples)
Explore more with a free assessment call.
Important Note: Consulting packages do not include investment advice or tax advice.
What does consulting include?
Consulting is education that is personalized to your own needs and interests. It’s not advice – it’s empowerment to make your own decisions.
Common topics include:
- Increasing your income without letting money drive your career
- Managing your money without a restrictive budget
- Saving $1,000’s without sacrificing your lifestyle
- Putting an end to wasted money on taxes
- Learning to be an effective DIY investor
In short, consulting is about building financial confidence to pursue your dreams.
Not sure whether consulting is for you? Your assessment call is still free.
Your Guide
Hi, I’m Chris. I’ve been a personal finance geek since I was about seven years old.
Taking care of money has allowed me the opportunity to pursue work I’m passionate about, and I can’t wait to help you do the same!
I’ve helped clients with some pretty big wins:
- Crushed their debt
- Opened their first investment account
- Saved $10,000 in six months
- Cut $600 per year of insurance costs
- Reached their short-term goals
- Unlocked long-term freedom to pursue their dreams
Ready to take action?
I’m here to walk with you on your journey.