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Consulting Services

Private Consultation

(includes optional documents review)

During a private consultation, you’ll meet with me one-on-one via video call to discuss your situation and your goals.  We may also review together your conditional acceptance letters or contract with the US Treasury.

$51 for one hour



How It Works & Best Practices

  • A consultation isn’t necessary when you have a simple question.  If you’re unsure, email me your question first.
  • Consultations last about an hour; in a few cases, we may extend the time when appropriate.
  • All meetings are recorded (on Zoom.)  You may request a copy of the recording.
  • I do not offer consulting or advising on these processes: 1099-A for acquisition of property, American National 5-star Passport, litigation (any venue,) etc.
  • I do not offer any guarantee of outcomes based on the advice or knowledge I share with you.

Refunds and Credits

Refunds are available up to eight (8) hours before the time you’ve scheduled, or for one (1) week after purchase, if you haven’t scheduled yet.  Once these timeframes have expired, you may exchange an unused purchase for other products and services offered on this platform.  There are no refunds or exchanges if you no-show or cancel with less than one hour’s notice.

Cancellations and Rescheduling

If you miss your appointment, for any reason, you may reschedule it once without paying an additional fee.  After that, you will be required to pay again to reschedule.

Sharing documents for review

If you wish to share documents for review, please advise me at the time of scheduling.  I will create a private shared Google Drive folder for you to upload all documents.  Please do not email me individual documents or send them via Telegram or Discord.  Please do not send me documents that reveal the Social Security number or other confidential information.

After sending funds, please send me a message.  You may also fund the consultation via Zelle or Wise.