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LET'S GET TO

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-DISCOVERY CALL-

Schedule a short introductory call to assess your goals.

-NEEDS ANALYSIS-

A follow up call will be scheduled to discuss and analyze your financial needs.

-PLAN REVIEW-

Once your plan is completed, we will review it together to get you started on the right track.

HELL

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for scheduling an appointment with me! I look forward to seeing if there is synergy in the potential of a future relationship! I look forward to assisting you in your goals and financial aspirations!

O!

DISCOVERY
Consultation Call

1 HR 30 MIN

Let's get together, via Zoom to do a deep-dive into your current financial plan, talk goals, and potential strategies!

OFFICE MEETING

1 HR 

Meet in our offices located at: 120 Waterfront Street Suite 420, National Harbor, MD 20745.Once you are on the National Harbor, make the second right onto Fleet Street and an immediate right into Fleet Street Garage.

MILLION DOLLAR BABY

45 MIN

This is your next steps to get your million dollar baby program started for you and your family!

ZOOM CHAT

1 HR 

Want to connect Face-to-Face from anywhere? Let's connect via Zoom!

COACHING SESSION
with Brandi

1 HR 

Are you in the process of becoming a licensed agent or just in need of a mentoring session?Book your appointment now!

Learn How You Can Be
DEBT FREE!

30 MIN

At the appointment, we will review your current debts and devise a plan for you to get out of debt NOW!

15 Minute
Team Call

15 MIN 

Web conferencing details provided upon confirmation.

Analysis
Discovery Call

1 HR 30 MIN

Now that we have strategized, it's time to review your call to action!

GET STARTED

Annual Review
Meeting

1 HR

Have your annual statement and want to understand it better? Want to see the growth of your money (because we have no downside losses)? Schedule your review today!

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120 Waterfront Street Suite 420, National Harbor MD 20745

CONTACT US
LEARN TO BE DEBT FREE
ZOOM CHAT
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