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Book your Strategy Session Here:

Choose the session type that suits your needs best.

  • Strategy Sessions

    SCHEDULE A STRATEGY SESSION HERE
    If you will gather some basic data, we’ll spend some time together to help you get clarity on how to meet your current challenges or to answer any questions you might have.
    PLEASE FILL OUT THE SURVEY COMING TO YOUR EMAIL ADDRESS IN THE NEXT 24 HOURS, SO THAT WE CAN PREPARE FOR YOU.

  • Control - From Chaos to Calm

    A special workshop after your strategy session. It’s time to implement the Control framework for LifeStream planning. These sessions last 2 hours and are recorded through the Zoom conferencing app.

  • Holistic Finance and Secure Retirement

    CLICK HERE to schedule a convenient time for us to talk via Zoom Conferencing. Feel free to let me know about anything specific that you have in mind, so that I can best prepare for our call.

  • Purposeful Legacy Planning

    CLICK HERE Whether it’s your spouse or kids and grandkids, this session is for people with loved ones in their lives. Your legacy is what people feel when they hear your name. This series is for people who want to leave a legacy with values and structure.

We’re dedicated solely to your success.

Extra Specialized Services Address the Intricacies of Your Particular Goals

Guy-Robert PorterCPA Appointments