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