Schedule a 1-2 hour confidential session with me to analyze and plan your path to FIRE

POTENTIAL TOPICS

• How to structure and invest your savings
• How to start a side hustle and build passive income
• How to build passive income via real estate investing from afar
• How to optimize and zero out your taxes
• How to optimize your expenses and budget
• How to systematically hack travel reward points via credit cards
• How to budget for kids & family
• How to structure taxable vs. tax-deferred vs. tax-free accounts (+ tax harvesting)
• How to do asset allocation and regularly rebalance tax-efficiently
• How to determine how much insurance you’ll need (health, life, homeowners, property)
• How to write a will, set up a trust, and do estate planning

NEXT STEPS: HOW TO GET STARTED

Select and pay using one of the options below.

Once your payment is complete, you’ll be redirected to a success / confirmation page, and you’re done!

You’ll then get a personal email from me shortly afterward (no more than 24 hours) with more details and next steps on scheduling the appointment!