If you’re looking for answers to financial questions but want a more complete answer AND privacy (not answered on the show), Joe is booking time to help our listeners answer questions. For a small fee, he’ll dive into your situation and help you make better decisions.
Get a former financial planner when you don’t need a complete plan….just a check up.
Financial Plan Review $400:
What you receive:
Joe will review your plan live on a 1X1 zoom call for up to 60 minutes. We’ll ask questions about your financial plan ahead of the call and then can dive in for an hour. Joe will follow up with a written assessment of your take on the situation, including any relevant links or charts.
