Video meeting . 15 mins
Consultation for First Time Investors
Video meeting . 30 mins
Portfolio Review
Is your portfolio growing—or just sitting ? 📉 Let’s review!
Video meeting . 20 mins
Managing the Portfolio
Are you managing your portfolio or is it managing you? 💼🧐
Video meeting . 30 mins
Complete Financial Plan
Is your financial future secure?💸Let’s create plan that work