This call is ideal for someone who knows exactly what their money issues are and wants to start the quarter off right! On this call, we will identify your short term money goals, take a deep dive into your current money habits and identify the issues that are keeping you stuck. Then we will create an action plan to help you reach your money goals.

Are you interested in opening up a 401k, IRA or other investment account but are clueless where to start? Maybe you have these accounts but not sure if you are using them correctly or you haven't even put money in them. Well, this call for you! I will help with your BASIC investment questions so that you can start increasing your net worth today!

Please note, I will not give you stock advice on this call.