Subscription Services

I got choices for you!

Have you taken my boot camps? Have you read my book? Are you still yearning for individual time with me and want to keep it affordable?

I have choices for you, depending on how much you will need me.

The packages

package 1

$60.00 a month

– If paid monthly

$600.00 a year

– If paid all at once (saves $120.00)

Cancel at any time

What do you get?

Email/phone access to me for the time of our engagement

3 meetings per 12 months

Initial Strategy Meeting
Insurance/Investment Meeting
Retirement Meeting

package 2

$85.00 a month

– If paid monthly

$900.00 a year

– If paid all at once (saves $120.00)

Cancel at any time

What do you get?

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)

package 3

$110.00 a month

– If paid monthly

$1200.00 a year

– If paid all at once (saves $120.00)

What do you get?

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)

Disclosure

As a disclosure, this is real, I am real, I do this for a living, I am a CFP®, and there will be some paperwork that you will need to sign. This protects you and me and sets our engagement terms and expectations.
This is why once you decide to sign up you will be routed to my investment company firm www.hotmoonfinancial.com.

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!