You’ve spent an hour with Kristi.
She gave you fabulous, actionable ideas.
If you have a complex situation that requires analysis of multiple financial scenarios and/or a deep dive into your current investments, a project-based financial plan may be the next step.
After your first one-hour consultation, you decide whether continuing as-needed hourly appointments or doing an in-depth planning project is best. Kristi will create a custom proposal with pricing and a scope of work, so you know exactly what to expect.