BLACK FRIDAY SALE! My normal rate for consulting calls is $500 per hour. But for a limited Black Friday sale, I've opened up a total of 50 consulting calls at a rate of $350 per hour. Book now to save $150! (If you see available appointments here on this page, the sale is available. If there are no appointments available here, then it is finished and all 50 slots have been filled.)
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I'm happy to work with you on any area of financial or business advice that you are interested in.

The only thing I can't do is give any specific advice involving buying or selling securities, as I no longer hold any securities licenses.

I do not sell any financial products or represent any financial companies.

I will read any written notes/spreadsheets you want to send me before the call in order to minimize the time spent on administrative minutiae.

Please email them to me by replying to the automatic confirmation email you will receive after you book your call. (Sending notes is optional.)

I look forward to meeting with you!

Joshua Sheats
MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP