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LET'S GET TO
-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
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, 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!
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!
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!
120 Waterfront Street Suite 420, National Harbor MD 20745
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