Client Information Forms

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"I booked Rhea's Financial Assessment Review and honestly it was worth every penny. Rhea did a thorough analysis of my finances and created a budget for me that was reflective of my goals and spending habits. She has a wealth of knowledge and personal experience that made me feel comfortable talking to her about money and finally gave me the courage to start investing. Highly recommend if you're looking to improve your financial literacy and take the steps to financial security!" 

Also, just wanted to mention a feedback which I was thinking after that’s really really good on how the session was — And that is the: not super serious / professional environment of how is hosted: It felt like as I was talking to a good friend of mine that I have trust with; you know, it didn’t feel like as if I was in this really “executive”, per se, consultation. So it made me feel in calm and comfortable the whole time. Just wanted to mention that to you as it’s a FANTASTIC factor to have!!! Thanks again!!