Please select your requested appointment type.

FREE Initial Consultation

1-time only

Phone Call

Client Meetings

Virtual Meeting

For current clients of IFS who have a policy, investment account, or prepaid service.

Annual Review

A review to ensure your current holdings and strategy align with your financial goals and changing life circumstances.
Prepaid Services

Single Consultation

[1] 1-hour session

Consultation Bundle

[4] 1-hour sessions. Perfect for quarterly reviews or periodic check-ins.

Master Your Money BUDGET

Budgeting, Debt Reduction, Emergency Reserves, and Credit Improvement. [6] 1-Hour Sessions

Financial Plan Update

Revision of your plan to reflect changes ensuring alignment with your objectives for achieving financial success. [2] 90-minute sessions.
NOTE: All appointments will generate an immediate confirmation email/text message AND reminders. Please reschedule or cancel your appointment at least 24 hours in advance to avoid charges or loss of fees.