is appropriate for folks who are contemplating a big change or decision with financial impact in the near future.
Some examples might be a career change, going back to school, starting a business, relocating or pursuing a digital nomad lifestyle.
The Project Plan involves providing advice about your current situation and your proposed situation at a point in time and is suitable for people who prefer to implement the recommendations themselves.
Your Project Plan may include some or all of the following areas:
Initial fees start at $2500
•Fees for Project Planning start at $2500 and depend on complexity and time horizon.