Financial Planning Without the Judgment
Ongoing Planning Together
You feel like financial advice wasn't built for someone like you. Maybe your family structure doesn't fit on standard forms, your brain works differently with money, or your goals don't match the typical script. You need guidance from someone who treats complexity as normal, not a problem to solve.
You'll have a living financial plan that adapts as life changes, plus a financial partner who's always available when decisions arise. Know exactly how much you can spend, save, and dream about—whether that's early retirement, career changes, or giving back to your community.
What you get:
Your financial command center: An interactive dashboard where you can track progress and see how decisions impact your future, updated as your life changes. Plus a one-page roadmap outlining your now-soon-later action steps that we will refresh on an annual basis.
Unlimited access: Annual in-depth reviews, plus ongoing support between meetings for life's financial questions—big and small. When should you refinance? Should you take that job offer? Can you afford a sabbatical? You'll always have an expert in your corner.
Real peace of mind: Clear answers to "Am I doing okay?" and "Can I afford this?" Plus concrete projections for early retirement, career pivots, or whatever version of financial freedom you're building toward.
Investment: $2,850 for comprehensive setup and the first 3 months of intensive partnership (paid over 3 months), then $500/month for continued planning support and unlimited access.
Investment management (optional): For clients who want full portfolio management, not just advice: Portfolios up to $600,000 are included in your monthly planning fee.
For portfolios above $600,000: 1.00% annually on assets above that threshold, with fee reductions at higher levels (0.75% over $1M, 0.50% over $3M, 0.35% over $5M).
Many clients prefer to implement investment strategies themselves—that's completely fine! You'll still get all the guidance and recommendations you need.
How We'll Work Together
The Journey Begins
First, we get to know each other. What's working, what's not, and what matters most to you. Most people spend 3-6 months in this phase, but we'll move at your pace.
Your True North
Discovery and Vision
(60 minutes)
You Are Here
Getting Organized
(60 minutes)
Charting the Course
Plan Delivery
(2 x 60 minutes)
Navigating Together
Once we've established your foundation, it's time to start building together! We'll dive deeper into your goals and keep meeting regularly to make sure your money still supports your best life.
Waypoints
Focused guidance on what matters most to you
(60 minutes each)
Adjusting Course
We adapt to change together
(Annual meetings or as needed throughout the year)
Ready to explore working together?
Book a brief intro call. We'll discuss your goals, I'll explain my ongoing planning process, and we'll see if it's a good fit.
Common Qs About Getting Started
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Absolutely not. I work with people at all stages of their financial journey. Whether you're starting with debt, building your first emergency fund, or planning for retirement (yes, even an early one), what matters is your commitment to aligning your money with your values.
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Not at all! Many clients prefer to manage their own investments and just want the planning guidance and strategy. You'll get complete portfolio reviews, investment recommendations, and ongoing advice—you just implement them yourself.
Investment management is for clients who want me to handle the day-to-day execution because they don't have the time or interest in doing it themselves.
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The best time is when you have specific questions keeping you up at night, facing a major decision, or feeling like your money could be working harder for you. You don't need to wait until you're "wealthy enough,” in fact, planning early often has the biggest impact.
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Think of financial planning like therapy, coaching, or healthcare — it's an investment in your quality of life.
The cost of not planning is often much higher: missed opportunities (like delaying retirement contributions while markets grow), analysis paralysis that keeps you stuck researching instead of acting, costly financial mistakes, and the ongoing stress of uncertainty.
A financial planner helps you avoid these hidden costs while building a clearer path toward your goals.
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Yes! All my meetings are virtual, so I can work with clients anywhere in the US. I'm based in California and licensed to provide investment advice nationwide, from the convenience of meeting from home.
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I specialize in working with people who feel different from the traditional financial planning client - whether that's being LGBTQIA+, neurodivergent, in a non-traditional relationship, or wanting to take the road less traveled.
I focus on aligning your money with your values and asking how it can support your best life, not just on growing your portfolio.
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Ongoing planning clients typically have their first "aha moments" when we organize their financial picture, then ongoing improvements in their financial quality of life as we optimize strategies throughout the year.
The best results come when we work as a team - I provide the roadmap and guidance, you bring the commitment to follow through.