Financial Consulting
Do you have questions but don't need a written financial plan?
Financial consulting is where you spend 30 minutes, an hour, or even several hours speaking with a financial consultant about your specific financial needs.
Although no written plan is usually prepared, the financial consultation is an excellent way to get your top financial questions answered.
Financial consulting is perfect for young people just getting started in their financial lives, or anyone who has a specific financial question, but doesn't need a comprehensive financial plan.
Coming Soon - Jump Start Your Finances! A financial consultation designed for recent college graduates, young couples just starting their family, young professionals, and other 20 or 30-somethings looking for answers to help them jump start their financial future!
Contact Kristine to see if a consultation is right for you.
Financial Planning & Consulting
Financial Planning
Financial planning is creating a written financial plan to achieve your financial goals... Read more
Financial Consulting
When you have financial questions but don't need a comprehensive financial plan... Read more
Tax Consulting
Do you worry that you're paying too much income tax? Read more
