Discovery Consultation

Service Description

Setting up and maintaining Financial Vehicles properly is everything. This is great for a more in-depth session. We discuss your situation and unpack what you'd like to improve. I'll give you detailed nuances on optimizing capital and assets. We will exchange a couple of emails beforehand to discuss your session. You'll Receive: An in-depth audit of your situation A curated in-depth analysis of your financial situation Advice on optimizing business, portfolio management and problem areas of risk.

Cancellation Policy

To cancel and reschedule please give us notice 24 hours in advance.

Contact Details