You Bring The Goals … We’ll Bring The Strategy
You Bring The Goals … We’ll Bring The Strategy
Foundational Financial Planning
This is where we start bringing clarity, structure, and calm to your financial life.
I designed this service for people who’ve reached a place in life where they recognize the need to establish or strengthen their financial foundation to bring all the moving parts together into something clear, organized, and intentional. It’s about creating calm and structure, connecting the dots, and feeling settled knowing your financial life is aligned and working together for your good.
I’ll work with you over six to eight weeks to build that foundation bringing your full financial picture into one place and crafting a plan that brings structure, direction, and stability to your financial life.
What We’ll Work On Together
Cash Flow & Spending I’ll help you understand how money moves through your life and make intentional adjustments so your spending reflects your goals and values.
Saving & Goal Alignment We’ll clarify your short and long-term priorities and build a savings structure that supports what matters most to you
Debt Strategy I’ll help you create a practical, values-aligned plan for paying down debt one that fits your broader goals and strengthens your overall financial foundation.
Retirement & Future Planning We’ll look ahead to the life you’re building and translate that vision into practical, realistic steps that create confidence in your next chapter.
Investment Advice I’ll review your current investments and share clear recommendations for adjustments, helping you align your investments with your goals, time horizon, and comfort with risk.
Risk & Protection Review We’ll take a holistic look at your finances to make sure the right protections are in place to safeguard your progress and peace of mind.
Estate Planning Support We’ll talk through the essentials wills, powers of attorney, and beneficiaries so you know what’s needed and can take action confidently.
Getting It Done I’ll help you put your plan into action. We’ll make the important changes together so that your foundation is in place and you’re ready to move confidently into what’s next.
Investment
Foundational Financial Planning
This is where we start bringing clarity, structure, and calm to your financial life.
I designed this service for people who’ve reached a place in life where they recognize the need to establish or strengthen their financial foundation to bring all the moving parts together into something clear, organized, and intentional. It’s about creating calm and structure, connecting the dots, and feeling settled knowing your financial life is aligned and working together for your good.
I’ll work with you over six to eight weeks to build that foundation bringing your full financial picture into one place and crafting a plan that brings structure, direction, and stability to your financial life.
What We’ll Work On Together
Cash Flow & Spending
I’ll help you understand how money moves through your life and make intentional adjustments so your spending reflects your goals and values.
Saving & Goal Alignment
We’ll clarify your short and long-term priorities and build a savings structure that supports what matters most to you
Debt Strategy
I’ll help you create a practical, values-aligned plan for paying down debt one that fits your broader goals and strengthens your overall financial foundation.
Retirement & Future Planning
We’ll look ahead to the life you’re building and translate that vision into practical, realistic steps that create confidence in your next chapter.
Investment Advice
I’ll review your current investments and share clear recommendations for adjustments, helping you align your investments with your goals, time horizon, and comfort with risk.
Risk & Protection Review
We’ll take a holistic look at your finances to make sure the right protections are in place to safeguard your progress and peace of mind.
Estate Planning Support
We’ll talk through the essentials wills, powers of attorney, and beneficiaries so you know what’s needed and can take action confidently.
Getting It Done
I’ll help you put your plan into action. We’ll make the important changes together so that your foundation is in place and you’re ready to move confidently into what’s next.
Investment
Starting at $3,000 for Individuals 6 Weeks
Starting at $4,000 for Couples 8 Weeks
Flexible payment schedule available
Begin your journey towards financial freedom and peace of mind.
Starting at $3,000 for Individuals 6 Weeks
Starting at $4,000 for Couples 8 Weeks
Flexible payment schedule available
Begin your journey towards financial freedom and peace of mind.
Ongoing Financial Planning & Support
The Value
Ongoing support turns your financial plan into a living system one that’s guided, updated, and aligned with your real life.
It means never wondering where you stand, what to prioritize, or when to make a change. You’ll always have a clear view and me as your advisor and partner to walk beside you.
As your advisor, you can reach out to me whenever your situation changes, or when you need a financial thought partner. Together, we will make sure your financial decisions fit you and are strategic.
I’ll help you stay aligned with the spending targets and priorities we’ve set, so your money keeps reflecting what matters most to you. As life unfolds, we’ll adjust together keeping you steady, confident, and clear on where you stand.
Each quarter, I’ll share a simple snapshot of your progress as well as broader financial insights.
Twice a year, we’ll sit down for deeper conversations where we’ll go over life updates, identify planning and investment opportunities, make adjustments as needed, and celebrate progress.
You’ll have access to secure, easy-to-use financial planning and budgeting software that keeps your full financial picture organized and visible in one place.
(A combined value of about $350 per year.)
Fees
- Individuals: $500 per quarter (billed quarterly)
- Couples/Families: $600 per quarter (billed quarterly)
(Initial plan and implementation included.)
Ongoing Financial Planning & Support
The Value
Ongoing support turns your financial plan into a living system — one that’s guided, updated, and aligned with your real life.
It means never wondering where you stand, what to prioritize, or when to make a change. You’ll always have a clear view — and me as your advisor and partner to walk beside you.
As your advisor, you can reach out to me whenever your situation changes, or when you need a financial thought partner. Together, we will make sure your financial decisions fit you and are strategic.
I’ll help you stay aligned with the spending targets and priorities we’ve set, so your money keeps reflecting what matters most to you. As life unfolds, we’ll adjust together keeping you steady, confident, and clear on where you stand.
Each quarter, I’ll share a simple snapshot of your progress as well as broader financial insights.
Twice a year, we’ll sit down for deeper conversations where we’ll go over life updates, identify planning and investment opportunities, make adjustments as needed, and celebrate progress.
You’ll have access to secure, easy-to-use financial planning and budgeting software that keeps your full financial picture organized and visible in one place.
(A combined value of about $350 per year.)
Fees
- Individuals: $500 per quarter (billed quarterly)
- Couples/Families: $600 per quarter (billed quarterly)
(Initial plan and implementation included.)