With Angi since December 2015
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
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DESCRIPTION OF WORK
Help uncover medical billing issues
CATEGORY alternative medicine
A free 30 minute consultation to review your medical bills. Auditing your bills, catch mistakes and make sense of Explanation of Benefits (EOB's). Patients will get the most from their medical bills.
Behavioral Health per Affordable Care Act.