Pricing

PRESENTED BY:

$100,000.00-$499,999.00

$500,000.00-$999,999.00

$1,000,000.00+

*$100,000.00 minimum investment for money management, unless referred by a current client or professional associate. For accounts under $100,000.00 rate is 1.50% annual  of assets under management (AUM)

A-La-Kart financial services

Budget Express

$250

I will build you a monthly budget that takes into consideration your financial objectives

Budget Conscious

$800
You ready? Let’s do this. Includes two virtual meetings, and written deliverable of next steps

User Friendly

$300

You run the agenda, and I am here to help.

You have been shafted by my industry long enough

I’ve taken the first step, now it’s your turn.

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!

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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