OUR PACKAGES
ASK ME ANYTHING
One-Time phone call
$
175
One-Time phone call
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You have your questions ready and I answer them
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1 Hour
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Travel or financial questions are welcome
INFUSION PACKAGE
Four Time-Phone call
$
700
Four phone calls
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Personal Detailed Approach
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4 one hour sessions
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Morningstar personal investment research
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Mutual fund and ETF investment analysis
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Dividend calculation for passive income
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Capital gains calculation
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Introduction to Cryptocurrency
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Capital gains tax and your investments
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Net worth building (not credit)
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Budgeting best practices
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