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What I Offer

X-Rays

If you’re interested in working with me but are not quite sure you want to commit to a retainer, I offer two diagnostic X-Ray Appointments that will help you gain a better understanding of how I can help you with your specific financial planning needs, goals and questions.


My X-Ray Services


Financial X-Ray ($500)


What You Get

  • A two-hour review of your overall financial situation, including a discussion about your strengths and weaknesses.
  • General information on how you might improve your financial situation.
  • Hands-off implementation.
  • Zero obligation to continue with my services.

Retirement Readiness X-Ray


What You Get

  • A two-hour review of your current ability to retire based on your lifestyle expenses, estimated guarantee income sources and saved assets.
  • Hands-off implementation.
  • Zero obligation to continue with my services.


No follow-up services are included with the above X-Ray Appointments.


Interested in More Comprehensive Advice?

View My Retainers