How does the consultation process and timeline work?

Schedule your complimentary 15 minute video call by clicking the “Contact Me” button below. During the call we’ll discuss how to level up your personal finances and/or travel strategy based on goals/interests.

1. Click the “Contact Me” button below to setup your complimentary 15 minute video call
2. During our video call, we discuss finance and travel topics to help determine your goals/interests
3. Approximately 1-2 weeks later, we have a follow up video call. The following items are covered:
   • Share my research and findings with you through spreadsheets and writeups which are yours to keep
   • Opportunity for you to ask additional finance and travel questions
   • Determine if other finance and travel topics exist for us to continue working together