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Financial Insight Consultation

Get the confidence you need to take the next step

The Financial Insight Consultation was created specifically to serve the needs of the Financial Independence community: actionable steps based on your real financial situation, delivered in about one week.

  • A comprehensive review your financial position, goals, and overall plan based on data you provide (2 hours).
  • A 2 hour Zoom call where we build out an actionable model of your financial life.
  • I deliver the Financial Insight Consultation Report in about one week with analysis, answers to critical questions, and an action plan for the next 60 days (5 hours).

This service is $2,695 (7 hours at $385/hr).

Streamlined Results

The Financial Insight Consultation bridges the gap between Hourly Financial Advising and Comprehensive Financial Planning. We collaboratively build a full financial model of your life and surface all of the “what if’s” that might be keeping you stuck. The Financial Insight Consultation report, delivered in about one week, answers these critical questions and provides a 60-day action plan.

Service Components

First Two Hours

Review, assess, model, and plan. This rapid evaluation is enabled by structured, uniform data.

Second Two Hours

Interactive phone call to get clarification, build the model, explore what-if scenarios, and go over details.

Final Three Hours

Craft a written report with a plan of action.