Wealth Strategy Session (Most Popular)
You are securing a 90–120 minute private advisory session with Sherron Permashwar, CPA, PFS.
This session is designed to help you understand how the different areas of your financial life work together and begin building a clear, intentional wealth strategy.
What Happens After Checkout
Once your enrollment is secured:
• You will be directed to schedule your first strategy session
• You will receive a confirmation email with onboarding details
• You may receive an intake form to help prepare for your sessions
What This Session Includes
✔ 90 minute private strategy session
✔ Review of your financial structure and priorities
✔ Visual Asset Map of your financial ecosystem
✔ Identification of wealth-building opportunities
✔ Strategic guidance aligned with your long-term goals
What You’ll Gain From This Session
• Clarity around your financial structure
• Insight into how your assets and decisions connect
• Awareness of potential inefficiencies or risks
• A clear direction for your next financial moves