This plan includes all of the same offerings as the Complete Financial Consultation, but is designed for clients with more than one rental property and/or a small business.

Today you will schedule your first call and pay your deposit:
$1,500 deposit due now to reserve a spot on my calendar
$2,000 will be charged to your credit card on file after our first call
$2,000 will be charged to your credit card on file after you receive your written plan

Includes:
-Written financial plan addressing all aspects of your finances, including custom retirement projections made with modeling software
-Access to custom financial organization workbooks
-Four 90-minute calls with Liz

Today you will schedule your first call and pay your deposit:
$1,000 deposit due now to reserve a spot on my calendar
$1,250 will be charged to your credit card on file after our first call
$1,250 will be charged to your credit card on file after you receive your written plan

Includes:
-Access to custom financial organization workbooks
-One 90-minute call with Liz to discuss all aspects of your financial life
-Note: does not include a written financial plan or software-based financial modeling and forecasting

Today you will schedule your call and pay your deposit:
$250 deposit due now to reserve a spot on my calendar
$625 will be charged to your credit card on file when you submit your completed workbooks
$625 will be charged to your credit card on file before our call

Not sure which plan is right for you? Hop on a free, 15-minute video call with Liz to discuss your financial goals and challenges and how you might work with her to create a holistic financial plan for your future.