800-584-3652

 

Check out the background of this investment professional on FINRA's BrokerCheck

Financial Happiness Start-up Package

Step 1

Complete FH Survey w/ free 15 min Phone consultation

Step 2

Free 30 day trial w/ 30 minute tutorial call

Step 3

Financial Happiness Self Package

  • Cash Flow planning
  • Budgeting solutions
  • Debt management
  • Insurance analysis
  • Goal Planning 
  • Investment Basics

 

Annual package Fee: $1500

College Student Annual Fee: $700

 

Additional Services:

Divorce Planning

Investment Management

Collaborative Financial Planning

broker check button financial happiness

Market Data


Warning: Invalid argument supplied for foreach() in /var/www/vhosts/financialhappiness.com/httpdocs/modules/mod_rokstock/lib/googlestock.class.php on line 71

Explore your financial happiness... We can get you there!