Select Your Service

All services (Single Session, Subscription, Ongoing) start with a free 30-minute consultation, during which we’ll discuss your goals, align our expectations, and review any preparation that needs to be done prior to our work together.

Financial Goal-Setting and Planning

Whether you want to save enough money to go back to school or buy a house or pay for a wedding, I’ll help you create a financial plan to assist you in achieving that goal.

$200

Transitioning to Self-employment

Ready to take the plunge and start working for yourself? Congratulations! I’ll guide you through the key decisions and steps you need to take to set yourself and your new business up for success.

$200

Transitioning to Retirement

If you’re planning to retire within the next year or two, I’ll guide you through the changes and steps you need to take to prepare to leave the workforce.

$200

Financial Check-up

I’ll review your income, savings, debt, spending, and retirement and investment accounts to assess your current financial health and make recommendations on how you can improve it.

$225

Retirement Review

I’ll review your retirement accounts, including what you’re invested in, then make recommendations on how to optimize your retirement funds, factoring in your retirement goals and your age and income.

$250

Budget Coaching

Need help staying within your budget? I’ll coach you on how to create a personal or household budget and then help you stick to it over time, making adjustments as needed.

$150/month

Financial Planning

Whether you want to increase your credit score, build up an emergency fund, or optimize your investment strategy, I’ll provide guidance and support to help you improve and maintain your financial wellness.

$175/month

Small Business Support - Contact for pricing

If you need a trusted financial advisor to help you create a business plan or make important decisions about how to increase revenue, lower debt, get additional credit lines, select the appropriate amount of insurance, and more, I can help.

Assets Under Management - Contact for pricing

Don’t have the time or desire to manage your investments? No problem. I’ll optimize your investment strategy and help your money work as hard for you as you did for it.

Questions?

If you have any questions or aren’t sure which option is right for you, please don’t hesitate to contact me.

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