Free 15-Min Clarity Call → “Quick, no-pressure intro.”

Paid Consulting Session ($99 / $250) → “Deep dive into your inheritance questions or financial planning.”

Ongoing Advisory Services → “Personalized wealth management for long-term success.”

✅ 22 years experience guiding clients through transitions

✅ Practical, jargon-free advice (finance without the boring)

✅ A safe, judgment-free space to learn and ask questions