Choose the financial planning path that fits you best.
Maybe You’ve Thought…
“I want my money to align with my values, but I don't know how to start giving it purpose.”
“My financial situation is getting more complex and I want professional guidance.”
“I've built wealth beyond what I grew up with, but I feel like I'm figuring it out as I go. What opportunities am I missing?”
I understand those concerns because….
When I was first starting to take my finances seriously, I walked into a financial advisor's office. As an educator who’d been saving carefully for years, I was both nervous and excited to learn how to manage my money responsibly.
Instead, he turned me away. "Right now you're not worth my time," he said. He only worked with millionaires, and despite having a steady income, I didn't qualify for his services at that time.
That experience drives everything I do: helping professionals who value more than money see that financial planning should honor who you are, not just how much you have. And if you feel a bit different from the traditional financial planning client, you're especially welcome here.
My services range from $550 clarity sessions to ongoing planning partnerships. Let's talk and find what fits you best.
Choose Your Journey
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Clarity Session
Get clarity and confidence on your next financial move.
Walk away with a clear decision and confidence in your next step. Whether it's investment choices, workplace benefits, or next steps on a major decision, you'll know exactly what to do and what pitfalls to avoid.
Perfect for: People who prefer targeted help over comprehensive planning, or want to experience working together before a larger engagement.
Investment: 90-minute session for $550, with additional time at $350/hour in 15-minute increments.
If you begin ongoing planning within 30 days, your consultation fee applies toward your first month.
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Ongoing Planning Together
Sleep better knowing you're on track for the life you want.
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 supporting family.
What you get:
Peace of mind: Clear answers to "Am I doing okay?" and "Can I afford this?" - plus see exactly what's possible with early retirement, career pivots, sabbaticals, or your version of enough.
Ongoing partnership: Annual comprehensive reviews, check-ins, plus unlimited access for life's big and small financial questions.
Financial co-pilot: From job offers to inheritances to everyday decisions, you're never figuring it out alone.
Investment: Comprehensive setup and financial analyses with 3 months of intensive partnership for $2,850 (paid over 3 months), then $415/month for continued proactive support and unlimited access.
Investment management optional: Up to $500,000 managed at no additional cost. Assets above $500,000 managed at 1.00% annually, with reduced rates for larger portfolios over $1m.
Unsure which service fits best?
These are common starting points, but sometimes clients want something a little more customized - like booking a clarity consultation every quarter except during their summer vacation, or hiring me for project-based work.
We'll start with a quick conversation to design what makes sense for your specific situation and goals.
Book your free conversation today.
Common Qs About Getting Started
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Start with a clarity session if you have specific questions or want to experience working together.
Choose ongoing planning if you want comprehensive support and can invest $415/month in your financial future (after a higher first few months for setup).
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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, what matters is your commitment to aligning your money with your values.
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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.
Many clients save more in their first year through optimized strategies than they pay in fees.
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. Many clients actually prefer 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 non-traditional relationships, or working in public service.
I also believe financial planning should be accessible for a larger audience, which is why I offer hourly consultations. Plus, I focus on aligning your money with your values, not just growing your portfolio.
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Most clarity session clients leave with a clear action plan they can start implementing immediately.
Ongoing planning clients typically see their first "aha moments" within the first month as we organize their financial picture, then ongoing improvements 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.