HOW WE’LL WORK TOGETHER
My work is project-based, because money questions rarely exist in isolation. To make confident, informed decisions, we look at how factors like your cash flow, investments, taxes, and timelines all fit together.
We’ll start with a free “getting to know you” call to talk through your questions, goals, and what you’d like to sort out. From there, I'll recommend a scope of work tailored to your specific requirements, without any unnecessary complexity.
Focused Engagement
Clarity on specific decisions.
You don’t need a 30-year roadmap to make smart choices today. If you’re facing a few key questions or a single decision point, a focused engagement may be the right fit.
We might explore making a spending plan for a growing family, buying a home for the first time, or review your workplace benefits and retirement account investment options. You’ll leave with a clearer path forward and tools to take action.
Typical cost: $3,250–$4,875 for 2–3 sessions, depending on complexity.
The Deeper Dive
A full-picture financial plan.
The most common question people ask is, “Am I doing okay?” This engagement helps you find out by looking at where you are today and where you want to go. If your financial life has a lot of moving parts—or you’re curious how today’s choices shape your long-term future—this deeper dive is for you.
We’ll use interactive tools to model real-life scenarios: early retirement, a career pivot, taking a sabbatical, supporting loved ones, or just finding your version of enough. Together, we’ll map out the possibilities, and build a plan that reflects your values and the life you want to live.
Typical cost: $6,500–$9,750 for 4–6 sessions, depending on complexity.
Ongoing Planning
Support as life evolves.
Available to graduates of the Focused Engagement or Deeper Dive. Life changes—and your plan should, too. With ongoing planning, we’ll check in regularly and be here when questions or transitions arise.
That might mean reviewing a job offer, updating your retirement glidepath, revisiting your spending plan after a move, or rethinking what “enough” looks like as your priorities shift. It’s like having a financial co-pilot—so you don’t have to figure it all out alone.
Starts at: $2,400/year (billed at $200/month); increases with complexity. Investment management available as an optional add-on.