Meet with us!
Meet with us!
Choose your meeting!
Choose your meeting!
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Free introduction. If you do not know or have not yet met Mark.
This is so you can inquire about costs, processes, gathering information, etc... or just get to know us a little bit and ask questions so you can determine whether we are a good fit.
Please understand: This is NOT an open meeting for salespeople wanting to sell to us
and will be met with a certain "no thank you" for those not respecting this request.
This is so you can inquire about costs, processes, gathering information, etc... or just get to know us a little bit and ask questions so you can determine whether we are a good fit.
Please understand: This is NOT an open meeting for salespeople wanting to sell to us
and will be met with a certain "no thank you" for those not respecting this request.
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Fee is based on time and is calculated as part of total tax return fee
Review of completed Tax Return, Prior to Final Submission.
Docs must be delivered for tax preparation 3 BUSINESS DAYS prior to meeting.
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
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Fee based on time and extent of need
Review of IRS (or state) letter re: tax return.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
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$125 for new clients, $100 for existing clients.
This includes any/all of the following topics: Investment Planning, Tax Planning, IRS Letters, Business Formation, Real Estate, Mortgage, Insurance and most all other personal and business Financial Topics
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$250 for new clients, $195 for existing clients.
Same as above (25 Minute Financial Consultation, just longer).
If you are not sure whether you need a 25 or 50 minute meeting, just book a 50 minute meeting and cancel the second half at no charge after 25 minutes.
If you are not sure whether you need a 25 or 50 minute meeting, just book a 50 minute meeting and cancel the second half at no charge after 25 minutes.
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We offer Free Consultations on these topics - see below
Mark Harvey will fully review and explain client situation, product, needs, etc.. Then, he will offer a non-biased, fair and honest opinion and options, which includes consultation and advisement so you will gain education and information necessary for your best plan.
Mark will recommend a change ONLY if he can save you time and/or money.
For our time and expertise, we ask for your willingness to consider a "change in paths" to work with us, should Mark be able to offer quality and significant improvements.
Please send us or be prepared to email, text or upload at time of appointment any and all documents relevant to the topic we will be discussing.
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. If you choose to view Mark's screen, at the time of meeting: CLICK HERE
Mark will recommend a change ONLY if he can save you time and/or money.
For our time and expertise, we ask for your willingness to consider a "change in paths" to work with us, should Mark be able to offer quality and significant improvements.
Please send us or be prepared to email, text or upload at time of appointment any and all documents relevant to the topic we will be discussing.
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. If you choose to view Mark's screen, at the time of meeting: CLICK HERE
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90 Minute Screenshare Financial Plan is $595... $395 for ongoing clients.
FREE Financial Webinar. We do these regularly and DO NOT charge a fee. This is a group seminar where we do a live training and walk you through our proprietary, award winning, Money Decoder Software. It is our goal, through that program to "teach you how to fish!" We offer discounts on ongoing financial planning and a discount to our software should you fully attend one of those webinars.
However, if you want EXCLUSIVE ATTENTION and don't mind paying a few bucks, $595 paid to us will afford you the least expensive and best Financial Planning Session you have ever had. It will include an overview of EVERYTHING from income, real estate, credit, retirement and investments, insurance, budgets, and more!
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. Be prepared on a home computer or laptop with good internet reception to view Mark's screen, at the time of meeting: CLICK HERE
