Our Services
Worried if you are on the right financial path?
Tired of putting off your financial to-do's?
Don't know what to prioritize first?
If so, you've come to the right place. It's time to become the best version of yourself and make those small changes that lead to real outcomes - like pennies in a jar.
Ongoing Planning
Starting at $250/month
We’ll begin by exploring your life goals—whether you’re confident in them or still figuring things out. From there, we’ll craft a comprehensive and holistic financial plan tailored to your unique needs, covering key areas like cash flow, debt, savings, investments, retirement, estate planning, and taxes.
As your guide, I’ll help you implement the plan step by step. Some tasks will be yours to tackle, and others will be mine, but I’ll be with you every step of the way to ensure progress.
Once the plan is in motion, I’ll continuously monitor and refine it throughout the year, focusing on specific areas each month. And when life throws surprises your way, we’ll adjust the plan together to keep you on track.
You’ll also have unlimited access to me via email, phone, or video chat whenever you need support. Ongoing financial planning is offered for a monthly fee, with the flexibility to cancel anytime after the first year.
Project-Based Planning
Starting at $1,500
This service is ideal for those who want a comprehensive plan to manage on their own, need help addressing a specific financial challenge, or simply want a second opinion on their current strategy.
We’ll start by diving into your goals and priorities, addressing areas like cash flow, debt, savings, investments, retirement, estate planning, or taxes—whatever is most relevant to you. Once the plan is created, I’ll walk you through every detail, ensuring you feel confident and equipped to take charge of your financial future.
While this service doesn’t include ongoing monitoring or implementation assistance, you’re welcome to come back anytime for additional support, new projects, or even transition to ongoing financial planning if your needs evolve.
During the project, you’ll have access to me via email, phone, or video chat to answer questions, clarify details, and provide any guidance needed to make the plan work for you.