Book your Financial Clarity Session

We’ll discuss your primary financial concerns

✓When can I retire?

✓How will I ever get out of debt?

✓Where will I find the money to save?

✓How do I best pay for healthcare in retirement?

✓What are my options when it comes to Medicare?


Book your private, confidential phone call with Patti

Enter your information below and either I or my assistant will get right back to schedule our call. Or, call me directly at (831) 641-7127.

Looking forward to speaking with you soon!