Step 1 in your Money Masters journey. You'll want to gather your financial information before beginning the process. It should take you no longer than 20 minutes to complete. Upon submission, you'll receive a copy for your records (and our future conversations).  Once we receive the completed questionnaire, we will be in touch to set up your FREE 30 minute discussion to address your financial journey. If we jointly agree to move forward, we'll enroll you for the full $1,200 (or four quarterly payments of $350 or monthly payments of $125). Your enrollment fee covers an extensive one-hour consultation* and written report PLUS quarterly consultations* and written reports on your progress. We look forward to our conversation and to becoming your money masters guide!

  *can be either via phone or zoom