There's no formal service menu. Every conversation is shaped by the person on the other end. But here's an honest picture of what I can and can't do for you, so we don't waste each other's time.
Here's who I'm actually useful to — and who I'm not.
Fill out the Book a Call form with the basics. The more context you give, the better the call. Required fields are minimal.
I reply within a day or two. We pick a time that works for both of us. Usually 30 minutes — longer if your situation needs it.
No retainer, no upsell, no monthly fee. Whatever you share stays between us. If we click, we click. If not, no hard feelings.
I'm not a CPA, attorney, or RIA. Anything we discuss is educational and based on what's worked for me with my own money. For decisions involving large sums, taxes, or estate planning, please also consult a licensed professional. I'm happy to be a sounding board and share what I've learned — but the responsibility for your decisions stays with you.
If your situation needs licensed professional help, I'll tell you. I'd rather send you to the right specialist than pretend I can solve something I can't.