Choose the financial planning path that fits you best.

See If We’re a Good Fit

Maybe You’ve Thought…

“I want my money to align with my values, but I don't know how to bridge the gap between intention and action.”

“My financial situation is getting more complex with high-stakes decisions 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?”

These aren't questions with one-size-fits-all answers. They're the questions of someone who's built something real and wants to optimize, protect, and align it with the life you're creating.

Maybe it's a pension that could be worth over $1 million (and helps free you from stock market anxiety). Investments in mutual funds with high fees that you’re not sure are worth the cost. Equity compensation that's getting complicated. Or simply enough complexity that "winging it" doesn't feel responsible anymore.

You're doing okay now, but you know there are opportunities you might be missing and mistakes you don't know you're making.

You deserve a financial partner who:

  • Treats your questions with respect, whether you’re building towards your first million or your fifth

  • Sees complexity as interesting, not inconvenient

  • Understands that traditional advice doesn't always fit unconventional lives

If you're ready for comprehensive, personalized guidance, especially as your financial life becomes more complex, let's explore if we're a good fit.

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.

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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.

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Waypoints

Focused guidance on what matters most to you

(60 minutes each)

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Adjusting Course

We adapt to change together

(Annual meetings or as needed throughout the year)

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. Additional time available at $87.50 per 15 minutes if needed.

    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 $465/month for continued support and unlimited access.

    Investment management (optional): Assets up to $558,000 included in your monthly fee. Assets above $558,000: 1.00% annually, with lower fees on larger portfolios: 0.75% for assets over $1M, 0.50% over $3M, 0.35% over $5M.

Unsure which service fits best?

We'll start with a quick conversation to design what makes sense for your specific situation and goals.

Book your free conversation today.

Let’s find the path that works for you.

Common Qs About Getting Started

  • 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 and the initial analyses).

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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 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.