David Lee Financial Services
David Lee Financial Services is a leading Virtual Personal Financial Coaching business, dedicated to providing exceptional services to clients in Austin, TX, and beyond.
With a prime focus on Financial Wellness Consultations, Retirement Preparation, and Insurance protection, we strive to empower individuals and families to achieve their financial goals and secure a prosperous future.
At David Lee Financial Services, we understand that each client is unique, with specific needs and distinctive values. Our team of experienced professionals takes the time to assess these requirements comprehensively, ensuring that we develop personalized pathways that align perfectly with the individual or family's situation.
Book a virtual meeting with me:
Financial Coaching Initial Appointment
The initial meeting will give you an opportunity to meet with me and have a dialogue without the pressure of being asked to make any commitments.1. It...
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20 minutes
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Portfolio Review
The Portfolio Review will include two meetings which will provided you clarity with your current path to retirement. Discuss retirement timelineDiscus...
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50 minutes
$250.00
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60 Minute Financial Wellness Consultation
The 60-minute Financial Wellness Consultation is a guided conversation comprised of three pillars beginning with Your Relationship with Money, next Ex...
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1 hour
$100.00
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Individual Credit Report Audit & Financial Consultation
Components of the Credit Report Audit & Financial Consultation is a six-month program consisting of seven appointments which will cover:1. Persona...
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50 minutes
$450.00
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Couples Credit Report Audit & Consultation
The Couples Credit Report Audit & Financial Consultation is a six-month program consisting of seven appointments which will cover:1. Personal Fina...
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1 hour
$750.00
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Initial Appointment Meeting
The initial meeting will give you an opportunity to meet and have a dialogue with one of our Financial Service Professionals without the pressure of b...
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20 minutes
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Estate Planning Consultation
This meeting will cover the essential documents required for an Estate Plan
20 minutes
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