Advisory Consultations

For returning clients with new questions, new goals, or new advisory needs, a paid strategy session is required.

Consultation Fee - $100

This dedicated session provides curated guidance, clarity, and a refined path forward tailored to your financial or business needs.

How to Begin
Your session is reserved once the $100 payment is completed.
You’ll then receive access to my private calendar to select a time that suits you.
If you proceed with an advisory package, the session fee is fully credited toward your service.

Fully credited toward any service you choose afterward.



Private Tax Filing
$150 - $300