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Think Smart Financials

OUR PACKAGES

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 One-Time phone call
$ 175 One-Time phone call
  • You have your questions ready and I answer them
  • 1 Hour
  • Travel or financial questions are welcome

INFUSION PACKAGE

Four Time-Phone call
$ 700 Four phone calls
  • Personal Detailed Approach
  • 4 one hour sessions
  • Morningstar personal investment research
  • Mutual fund and ETF investment analysis
  • Dividend calculation for passive income
  • Capital gains calculation
  • Introduction to Cryptocurrency
  • Capital gains tax and your investments
  • Net worth building (not credit)
  • Budgeting best practices
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