FREE - Balance Sheet & Cash Flow Analysis

Included at no additional cost with all paid services below - you’re looking to get full clarity on your finances, you can work directly with Trevor Alexander to organize and structure your complete financial picture. Trevor provides hands-on support in building your personal balance sheet, analyzing monthly cash flow, identifying financial leaks, and creating a clear plan for saving, investing, and debt management. You’ll walk away with an easy-to-understand snapshot of your net worth, a realistic monthly spending plan, and actionable next steps tailored to your financial goals — so you can make confident, informed decisions moving forward.

Option C) General Conversation 

This session is a general sync-up designed for brainstorming and bouncing ideas without committing to a specific implementation plan. If you’re looking for guidance on a situation, want feedback on your approach, or need a sounding board to explore options, this session is perfect.

During the meeting, Trevor Alexander will listen to your ideas, provide insights based on his experience, and offer high-level feedback to help you clarify your next steps. This is ideal if you want a fresh perspective or strategic input before diving into a more detailed, one-on-one session.

Option D) Debt Management & Analyzing

If you need help reviewing your debts and deciding which ones to tackle first, Trevor Alexander provides a detailed, two-meeting process that helps you choose the best payoff strategy for your financial goals.

During the first virtual meeting, Trevor will gather a full breakdown of your debts — balances, interest rates, minimum payments, due dates, and terms. He’ll then walk you through the three major payoff frameworks:

• Debt Snowball (fastest wins and motivation)

• Debt Avalanche (lowest interest cost)

• Cash Flow Index (optimized for freeing up the most monthly cash)

Trevor helps you understand how each method works, runs the calculations, and shows you how your payoff timeline and monthly cash flow would change depending on which approach you choose.

Between the first and second meeting, Trevor completes a full analysis, organizes your debt data, and builds a personalized payoff plan that shows the order to pay your debts, how long it will take, and how much you’ll save.

In the second virtual meeting, you’ll review the results together, compare the payoff paths, and choose the strategy that best fits your goals — whether that’s speed, savings, or maximizing cash flow. Trevor also helps you set up your budget and automation so the plan is easy to follow.

By the end of the process, you walk away with a clear, customized debt strategy and an actionable step-by-step plan to get ahead financially.

Option E) Crypto / Bitcoin Portfolio 

If you want to start investing in Bitcoin or other cryptocurrencies, Trevor Alexander provides a comprehensive, step-by-step process to help you enter the space confidently and securely.

During your consultation, Trevor will:

• Explain the fundamentals of Bitcoin and cryptocurrencies, including risks, opportunities, and market dynamics.

• Walk you through different ways to invest, from direct purchases to retirement accounts like Crypto IRAs.

• Review storage options, including hardware (hard) wallets, custodial wallets, and best practices for keeping your assets secure.

• Help you create an investment plan aligned with your financial goals, risk tolerance, and long-term wealth strategy.

• Answer your questions and demystify the asset class so you understand exactly how it works and how it can fit into your portfolio.

By the end of the session, you’ll have a clear understanding of the crypto landscape, a secure approach for investing, and a concrete plan to start building or growing your crypto holdings with confidence.

Option F) Stock Market & Retirement Accounts

If you want to set up or optimize your stock market accounts — including 401(k)s, TSPs, IRAs, or brokerage accounts — Trevor Alexander provides personalized guidance to help you invest strategically for retirement and long-term wealth.

During your consultation, Trevor will:

• Review your existing accounts, contributions, and investment allocations.

• Discuss your short- and long-term financial goals, risk tolerance, and retirement timeline.

• Recommend strategies for assets, diversification, and tax-efficient investing.

• Help you set up new accounts or optimize existing ones, including choosing funds, stocks, ETFs, or other investments that align with your objectives.

• Provide a family-focused approach if needed, showing how spouses or dependents can be included in your retirement planning.

• Explain performance tracking, rebalancing, and ways to stay on track toward your retirement goals.

By the end of the process, you’ll have a clear, actionable investment strategy tailored to your needs — giving you confidence that your money is working effectively toward your retirement and financial future.

Option G) Real Estate Strategy 1 on 1

If you want to start or grow your real estate investments, Trevor Alexander provides hands-on guidance to develop a strategy tailored to your financial goals.

During your consultation, Trevor will:

• Review your current financial situation, investment goals, and risk tolerance.

• Analyze potential properties, including cash flow projections, appreciation potential, and market trends.

• Discuss financing options, including conventional loans, private funding, partnerships, and creative strategies to maximize leverage.

• Help you evaluate property types (single-family, multi-family, or commercial) and locations that align with your objectives.

• Provide actionable steps to acquire, manage, and scale your real estate portfolio effectively.

• Answer your questions and educate you on strategies to protect and grow your investment over time.

By the end of the session, you’ll have a clear investment plan, a prioritized list of potential properties, and a roadmap to make confident, informed real estate decisions.

The price range is depedent on if its a single, couple, or couple with a child.