Lets Get Started Working Together.
Our services vary in length: some can be completed in a single session, while others require multiple sessions.
Feel free to book any service you need. Realtor & Life Insurance consultations are no cost.
All other services, pricing is $99 per session, with a discounted rate of $75 for Wealth Club Members (apply code MEMBER)
Trevor A. Alexander
All consultations are directly with Trevor Alexander, a seasoned financial professional and investor with a passion for providing education and guidance on your money needs.
Option A) Realtor Services
If you are in need of a Realtor you can work directly with Trevor Alexander. You can work with him directly, or be connected to agents anywhere in the world.
Option B) Life Insurance
Walk me through setting up a life insurance plan and reviewing policy options
Option C) General Conversation
General Sync Up to Bounce Ideas with no specific implementation., If you need deeper 1 on 1 feedback on a general situation then book this service.
Option D) Debt Management & Analyzing
Review and. help me analyze which debts to address using debt snowball, avalanche, and cash flow index methods. This service requires two virtual meetings.
Option E) Crypto / Bitcoin Portfolio
Help me begin investing in Bitcoin/Crypto, retirement in Crypto (IRAs), discuss hard wallets, and get educated on the asset class
Option F) Stock Market & Retirement Accounts
Setup and analyze stock market accounts (401k,TSP, IRAs, Brokerage) and retirement investment strategy for myself and/or family
Option G) Real Estate Investing 1 on 1s
Help me plan and set up a real estate investment strategy, including property analysis and financing options