Pro-Bono Financial Planning
*Currently reserved for those affected by the LA Wildfires
Schedule a 50-Minute Phone Call
Pro-bono sessions are intended to provide education and guidance on one to two high-level questions. We will help clarify the next steps you can take to achieve what’s most important to you. Some of the common topics we explore include:
- budgeting
- insurance
- taxes
- investments
- connecting finances with life plans
- overall financial health (i.e., will I have enough?)