About our Service

Let's identify potential issues and get your ducks in a row on the front end so that you can make an informed decision about moving forward. 

  Includes:

​

• Complimentary phone consultation to see if we are a good fit ​​​​

• Data Gathering - Assets, liabilities, income & expenses. Detailed research now may save time & money in the future.

• I can then model potential scenarios for you and help answer:

  • What are you current & future income needs?

  • Will you be able to maintain a similar lifestyle to what you have currently?

  • Can you afford to keep your house?

  • What steps should you take now, for a smoother transition in the future?

  • What red flags are there?

• 3 meetings in person/remotely with Kristi

• Unlimited email access to Kristi for 3 months