Finance Check-up

How often do you ask yourself these questions?

Am I contributing to the right accounts?

How much am I supposed to be saving?

How do I position myself to buy my first home?

What debt should I pay off first?

I bet this is going to be expensive...


We hope not


This session has a one-time fee. Our goal is to get you on track for the next few months, years, or until a new life event. 

You can schedule a consultation to learn how we can help before you pay a dime. 

Get your personal finance questions answered in a 1:1 session and leave with a roadmap to your goals

Wealth In Hand sessions start with the basics and evolve, depending on your experience with finances.

How it Works

Request a Consultation

Fill Out A Few Easy Questions

Schedule Appointment

Meet in-person or virtually

Request a Consultation

We will send you a brief questionnaire to see if our session is right for you

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