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What if? Package

Service Price

$1,200

$2,400

Complexity

Assets up to $750,000

Assets over $750,000

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