In 60 minutes, I'll help you develop a personalized investment plan, optimize your existing portfolio, and implement actionable steps to secure your financial future. 

What you'll get:

• Initial Consultation: Deep dive into your current financial situation, goals, and risk tolerance
• Customized Investment Plan: Detailed strategy tailored to your specific needs
• Portfolio Review: Full analysis and recommendations for your existing investments
• Implementation Plan: Step by step guidance on executing your personalized investment plan
• Record: Recording of the session for you to reference
• Templates: Fillable 30/60/90-day action plan