Tier 1 · One-Time Session

See Where You Stand in 45 Minutes

30 questions. One live session. One page of truth — your Financial Snapshot showing exactly where you are and what to do next.

$500 – $1,500
Book Your Snapshot →
What You Get

Everything you need to see the picture clearly

Not a report you'll never read. Not a 50-page document. Just the truth, distilled to one page you can actually use.

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30-Question Intake

Streamlined questions covering income, debt, assets, insurance, and your biggest concern. Takes 15-20 minutes online.

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45-Minute Live Session

Andrew asks clarifying questions, listens for the real concern behind the numbers, and starts mapping your situation in real-time.

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1-Page Financial Snapshot

Your net worth, monthly cash flow, top 3 financial gaps, and 1–2 immediate actions to take right now.

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Upgrade Credit

Full Snapshot fee credited toward Vision (Tier 2) if you upgrade within 90 days. No starting over — your answers count.

The Process

From signup to clarity in under a week

1

Book Your Session

Pick a time that works. You'll receive a confirmation with a link to the intake questionnaire.

2

Complete Intake

Answer 30 questions online before our call. Covers the essentials — income, debt, assets, insurance.

3

Live Session

45 minutes on video. Andrew digs into the details, asks the questions your last advisor never asked, and listens for the real story.

4

Get Your Snapshot

Within 1 week: your 1-page Financial Snapshot with the 3 biggest gaps and what to do about them.

Common Questions

Straight answers

Yes. The Snapshot works as a second opinion or a check-in. If your current setup is solid, Andrew will tell you. If there are gaps, he'll show you where they are and what it would take to fix them.
Snapshot is 30 questions + 45 minutes + 1 page. Vision is 70 questions + multiple sessions + a full Investment Policy Statement, Future Guide, insurance analysis, and 90-day action plan. Snapshot is the entry point; Vision is the full picture.
Your full Snapshot fee applies to Vision (Tier 2) if you upgrade within 90 days. If gaps are bigger than a one-page plan can address, Andrew will recommend the right next step.
Free consultations are sales calls. The Snapshot is real work — 30 questions, a live session with Andrew, and a deliverable you'll actually use. You're not being pitched; you're getting a professional assessment.
$500–$1,500 based on complexity. Simple situations (single income, few accounts) start lower. Complex situations (multiple entities, significant assets, international considerations) are higher. Andrew will confirm the price before you commit.

Thinking bigger?

Want the full Investment Policy Statement, Future Guide, insurance analysis, and a complete plan? Vision (Tier 2) builds on the Snapshot — your intake answers carry over, so there's no starting from scratch.

Learn about Vision →

Ready to see where you stand?

30 questions. 45 minutes. One page of truth that changes what you do next.

Book Your Snapshot →