Strategy Session - Package

Nothing contained in this session is, is meant to be, nor should be construed as financial advice.

Session Details:

1. Personal Portfolio Assessment (and business, if applicable*);
2. Identification of gaps/weakness in your portfolio (and business, if applicable);
3. Action Steps to Achieve Goals 
4. Two follow up sessions to re-assess and adjust action steps as needed.
5. One (1), one hour session per month for three months 

Duration: Three Months