Collection: All Professional Services
We collaborate with a community of independent professionals who offer specialized guidance across every stage of your financial and legal journey.
Whether you’re exploring credit optimization, personal finance, wealth building, or business accounting, these independent advisors can help you plan, grow, and manage your money with confidence.
These connections are designed to bring you expert insight and peace of mind—so you can move forward with clarity. Each professional operates independently, offering their own specialized services and advice.
-
Learn How to Build Positive Credit History
Regular price $149.00 USDRegular priceUnit price / per$0.00 USDSale price $149.00 USD -
Beginner Portfolio Recommendation (ETFs, Index funds)
Regular price $199.00 USDRegular priceUnit price / per$500.00 USDSale price $199.00 USDSale -
Starter Brokerage Account Setup Guidance
Regular price $199.00 USDRegular priceUnit price / per$0.00 USDSale price $199.00 USD -
Custom Beginner Asset Allocation Plan
Regular price $249.00 USDRegular priceUnit price / per$500.00 USDSale price $249.00 USDSale -
Video Consult: “Where should I start investing?”
Regular price $499.00 USDRegular priceUnit price / per$1,000.00 USDSale price $499.00 USDSale -
ETF vs Stock Comparison with Tailored Recommendation
Regular price $199.00 USDRegular priceUnit price / per$0.00 USDSale price $199.00 USD -
Personalized “First $1,000 Investment” Roadmap
Regular price $199.00 USDRegular priceUnit price / per$0.00 USDSale price $199.00 USD -
Tax-Efficient Investing Starter Analysis
Regular price $199.00 USDRegular priceUnit price / per$0.00 USDSale price $199.00 USD -
Portfolio Review & Rebalance
Regular price $299.00 USDRegular priceUnit price / per$0.00 USDSale price $299.00 USD