What is it
A 60-minute consultation for you to bounce your ideas off me or get educated on a particular area.
1 60-minute meeting
Recording of meeting
I'll raise any
other issues you might not have thought about
Suggestions of other relevant resources I trust
Next step suggestions
You provide your info via a questionnaire and suggest agenda.
60-minute meeting discussing the agenda you set.
$300 per meeting paid upfront (when you book the initial meeting below).
I stress as well the above is not personal financial advice rather is factual and general advice. What does this mean? In a consultation, I legally can't give you advice (and likely don't know as I haven't done the research) on a financial product so my comments are limited to answering your questions broadly, telling you the pros and cons and pointing you in the direction to help you get the information you need to make a confident decision.