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Have questions about financial planning and how my services can benefit you?

Then a 30 minute Discovery call may be what you need. Discovery calls are an opportunity for you to ask any question about my services and ask any clarifying questions. Sometimes, you may have a few questions to determine exactly what you need and this is the best opportunity for that.

Please note, Discovery Calls are not financial planning sessions, nor will I give specific advice or recommendations for your finances without doing a full analysis. Please join the call prepared with all your questions so that we can maximize the time on the call. Sometimes during the call your questions may help you determine your next steps and address your concerns without having a full blown financial planning session.

Discovery Calls are $50. If we proceed further with any services then the $50 will be credited to your service.

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Recent Client Feedback

I have consulted with Alexis several times regarding financial personal planning as well as financial planning for my business. Working with Alexis has helped me to better monitor and set up my personal and business financials to help me transition from a full time employee to a fulltime entrepreneur.

Anita M.

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If You Are Ready To Get Candid About Your Finances…