Let's get you where you want to be!
As a certified Financial Risk Manager, I offer personal financial planning sessions. Every client leaves with a plan, personal budget and spending tracker. Let me help you with budgeting and diversifying your portfolio. Maybe even taking a little bit of a risk too!
30 Minute
Standard Consulatation
$
30
Per Session
Per Session
-
Budgeting
-
Saving Plan
-
Debt Repayment Strategy
Popular
1 Hour
Standard Consultation
$
80
Per Session
Per Session
-
Budgeting
-
Saving Plan
-
Debt repayment strategy
30 Minute
Deluxe Consulation
$
56
Per Session
Per Session
-
Everything included in standard
-
Joint Planning
-
Investment strategies
Popular
1 Hour
Deluxe Consultation
$
112
Per Session
Per Session
-
Everything included in standard
-
Joint planning
-
Investment Strategies
Have a friend? 20% off if they book with us
Referred to us? First 30 Minutes is free
Why Choose us?
Each client walks away with:
A Personalized budget
Every client leaves with a personalized budget made to meet their needs.
A list of actionable items
As a way to keep us on track each client leaves with a lost of items they can do to stay on track.
Confidence
Get ready to make those moves, after consulting with us you will have the confidence when it comes to financial decisions.
Access to our experts
We're here for you when you need us, our experts can be reached anytime.
What are people saying...
Honestly, Antoinette blew my mind during the first consultation. She helped me realize that saving money is more than just seeing the number go up in my bank account. Saving money helps you achieve your life long goals. Antoinette is insightful, and enthusiastic about helping people out. I look forward to her help in achieving my goals.
Bryan Soriano
Antoinette is incredible! I’ve learned so much about finances from her, she is diligent and so knowledge! I feel confident knowing my finances are in order, and that I have a PLAN for my money. I’m happy to now be able to share financial knowledge with my family.
Brianna Chapa
After my initial consultation with Antoinette, I left feeling reassured after reviewing my financial goals. Antoinette made sure that all the information presented was accessible - something she strives to do for all. When speaking with her, you can automatically tell that this is her passion; to help others manage their finances. If you’re someone like me who has no idea how to get started, Antoinette will ease you through the process. Don’t hesitate to schedule your consultation.
Jose Sanchez