Interested in Working Together?
Free 15 minute Introductory Conversation
During this call, I’ll answer your questions. This 15 minute call will give us both a chance to see if we are a good fit to work together. Does my area of expertise match your area of need? You wouldn’t see an ophthalmologist for chest pain. We will happily refer you to someone who better fits your needs if we are not a good fit.
60 Minute Assessment meeting
A 60 minute zoom call (or in person meeting one of these days) to dig into your hopes, dreams and financial desires. We want to be certain of our destination before we draw our roadmap. We will request a few important documents before this meeting and use this in our initial assessment.
We will spend 10 minutes after this call making sure you are clear on what is needed to work with us and you can make the decision on whether you want to work with me.
How do I know if I'm a good fit?
- Business Owners between 35&55 who want to have the ability to make work optional
- Household income of at least $150,000
- People who want to delegate so you can spend time doing the things they love
What is the benefit of working with Chris?
- Create an easily understandable 1 page financial gameplan so you always know what the next steps we will take are
- Knowing there will be a day when you can make work optional so you can have a defined goal to work towards.
- Optimize insurance policies to maximize coverage and reduce costs.
- Proactive tax planning to minimize your lifetime tax bill
- Provide financial partnership and help solve your financial problems so you can focus on the most important things in life
Choose options below to schedule a call.