Pricing
PRESENTED BY:
Tour Manager
$60.00 per month
$600.00 per year
(Save $120)
- Email/phone access to me for the time of our engagement
-
3 meetings per 12 months
- Initial Strategy Meeting
- Insurance/Investment Meeting
- Retirement Meeting
$85.00 per month
$900.00 per year
(Save $120)
- Email/phone access to me for the time of our engagement
-
3 meetings per 12 months
- Initial Strategy Meeting
- Insurance/Investment Meeting
- Retirement Meeting - Annual portfolio review and report (401K, IRAs, investments)
$110.00 per month
$1,200.00 per year
(Save $120)
- Email/phone access to me for the time of our engagement
-
4 meetings per 12 months
- Initial Strategy Meeting
- Insurance/Investment Meeting
- Retirement Meeting
- Major goal planning meeting - Annual portfolio review and report (401K, IRAs, investments)
♫ Rock N Roll Fantasy Camp
We offer 7 different bootcamp subjects for you to choose from. Each bootcamp is 1-3 consecutive days of LIVE virtual meetings with Q&A.
- Budgeting 101
- Credit 101
- Investing 101
- Insurance101
- Educational Savings 101
- Retirement 101
- Estate Planning 101
$150.00 Each
★ Rockstar
Personal one-on-one planning as needed.
You set the schedule and how often we meet. This is an a la cart option.
$300.00
Per Hour
plan to enjoy your money
How many times do you use a GPS to find your way somewhere? Well, a financial plan is essentially your financial GPS.
CFP® Guided
You can stop buying Starbucks every day, as Suze Orman tells you, (serious eye roll), or you can work with an actual CFP® AKA Certified Financial Planner™ and find out if you really need to give up your daily coffee to achieve your goals.
Budget Conscious
Please believe that there are many differences between the 99% and the 1%. One among them is the type of financial advice, education, and assistance we receive. We will have online or phone meetings each month to help you through the process. This will allow you access to financial advice when situations arise, or just help rebalancing your 401k.
User Friendly
Let me be real for a minute. I cut the BS. I am not going to speak over your head or try to impress you with my knowledge; no one has time for that. But, if you are serious, I will walk you through the process easily and you will know what steps you need to take to achieve your goals, dreams, and personal legends.
You have been shafted by my industry long enough
LEARN THE BASICS ALONE
LEARN THE BASICS ALONE
For my peeps who don’t understand finances but need to learn, this book is for you. I know you don’t want to pick up a finance book, much less buy a book about it for fear of being bored to death; I got you. The many illustrations, music references, and its size make this book digestible and fun. I recommend you read it on the toilet. Buy it, you will enjoy learning about finances!
WHY I CAN HELP
Well, if I may brag slightly, I am a Certified Financial Planner™, with multiple licenses, (www.hotmoonfinancial.com), and have been in the financial industry since I was 18. During that time I have also had criss crossing careers in the entertainment sector.
I am the author of Finances the Other “F” Word-Another “F” Word to Love, and host of the podcast under the same name, (find it wherever you get your podcasts). I was raised by my depression era grandparents who held lifelong insecurities about money, due to lack of education and help and I think that this is BS! I want to close the gap between the 99% and the 1% and it all starts with education and the equal sharing of financial information.
I believe in the need for these plans so much, now I need you to care about your financial success as much as I do. I have only a limited number of clients I can take on under this program at a time and no I’m not just saying that to put a fire under your butt, I am being frank with you as I need to make my bills too.
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