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Sarah Johnson
Financial Advisor
Specializes in investment strategies and retirement planning with 10+ years experience.
Michael Chen
Legal Consultant
Corporate law expert specializing in business contracts and intellectual property.
Emma Roberts
Tax Specialist
Expert in personal and business tax planning with international tax experience.
Sarah Johnson
Hello! I'm Sarah, your financial advisor. How can I help you today?
Hi Sarah, I need advice on retirement planning and investment strategies.
I'll be happy to help you with that. Let's start by discussing your current financial situation and goals. Could you tell me about your current retirement savings and investment portfolio?
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Recent Transactions
| Advisor | Type | Duration | Amount | Date |
|---|---|---|---|---|
|
Sarah Johnson
Financial Advisor
|
Video Call | 45 minutes | -$56.25 | Today, 2:30 PM |
|
Michael Chen
Legal Advisor
|
Chat | 30 minutes | -$37.50 | Yesterday |
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March 2024
Upcoming Sessions
Sarah Johnson
Financial Advisor
Michael Chen
Legal Advisor
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Total Spent
,459.50
Last 30 days
Total Minutes
876
Last 30 days
Total Deposits
$2,000.00
Last 30 days
| Advisor/Transaction | Type | Duration | Amount | Status | Date |
|---|---|---|---|---|---|
|
Sarah Johnson
Financial Advisor
|
Video Call | 45 minutes | -$56.25 | Completed | Mar 15, 2024 14:30 |
|
Michael Chen
Legal Advisor
|
Chat | 30 minutes | -$37.50 | Completed | Mar 14, 2024 11:15 |
|
Wallet Deposit
Card ending in 4242
|
Deposit | - | +$500.00 | Completed | Mar 13, 2024 09:45 |
Advisor Reviews
See what others are saying about our advisors
Alex Thompson
Reviewed: Sarah Johnson (Financial Advisor)
Excellent advice on retirement planning. Sarah provided detailed insights and personalized recommendations that helped me understand my options better.
Maria Garcia
Reviewed: Michael Chen (Legal Advisor)
Michael was incredibly helpful with my business contract review. His expertise and attention to detail saved me from potential legal issues.