About Our Service

It may be that you just want a quick second opinion on a document, or just have some questions about how things work. Will be happy to discuss further with you. 

  Includes:

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• Complimentary phone, zoom, or in person meeting to see if we are a good fit ​​​​

• Data Gathering - Assets, liabilities, income & expenses, tax returns, budgets, divorce decree, etc.               

• Initial Financial Plan Creation based on what you received

  • Set new goals & priorities

  • Chance of Success for various scenarios

  • Action Steps

  • Access to online plan for 6 months

• Divorce decree execution guidance 

• Unlimited email access to Kristi for 1 year