We’re here to help you navigate the complexities of your financial life from Basic Personal Finance to Advanced Retirement Planning. Build your financial IQ, secure your financial future, and leave a legacy more than a number. We will do it for you or answer your questions to help you build your own financial plan.
We offer a basic strategy session for 60 minutes for $75 and additional services can be determined as needed during that conversation.
Learn How to Financial Plan On Your Own with Patrick Holmes, Author of “Divided Money,” A Self Help Guide to Building Wealth, Beating the Financial Industry & Government, and Practical DIY considerations. Available for purchase after strategy session. ($20)
Consulting and Education provided by Seven Two Advisors.
Financial Advisory Services and Portfolios Offered by Portfolio Medics, an SEC Registered Investment Advisor. Seven Two Advisors and Portfolio Medics are not related.
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