Is This You?

You might be ready for this work if…

You’re tired of feeling behind financially but ready to change that
You want to enjoy life now without sacrificing your future
You’re doing “the right things,” but progress still feels unclear
You want personalized guidance, not generic advice
You have variable income or multiple pay schedules, making it hard to plan with money

How We’ll Work Together

Your money story is unique, so I don’t hand you a one-size fits all plan and send you on your way.

We work together to create a strategy that honors both your goals and your real life. This isn’t about me managing your money for you. It’s about helping you understand it, navigate it, and feel confident using it, again and again.

Services

Clarity Summit

A one-time session designed to bring all of your financial information into a clear, organized picture, so you can understand where you are today, what’s supporting your goals, and what may be holding you back.

This session helps you:

  • See how your money is actually working right now

  • Understand what’s realistic with your current cash flow

  • Identify clear next steps toward your top priority

Best for: Those who want clarity before deciding what comes next.

What to Expect
I work on a flat-fee, advice-only basis.
Most clients can expect a one-time fee ranging from $595–$995, depending on complexity

Ongoing Financial Planning & Coaching

This is a collaborative, ongoing partnership focused on helping you navigate money decisions as life evolves.

We start with your most pressing need, then move through the other areas of money over time — creating clarity, momentum, and confidence along the way.

This typically includes:

  • Ongoing planning and cash flow guidance

  • Advice-only investment strategy support

  • Accountability and decision support as life changes

Best for: Those who want a guide for the journey.

What to expect

I work on a flat-fee, advice-only basis.

Most clients can expect fees to range from $149 to $597 a month, depending on complexity and level of support.

Whichever service meets your needs, we’ll always discuss costs clearly before moving forward.

*Discounts may be available for Military Families, First Responders, and Students.

Start the Conversation

Book a call to talk through what you want your money to support next, even if you’re not fully sure what that looks like yet.

This conversation is a space to get clarity, not pressure. Together, we’ll explore:

  • Your vision and why it matters to you

  • Whether partnering together feels like the right next step

  • What would help you move forward with intention and confidence

We’ll wrap up with a clear direction, whether that’s working together, or connecting you with the right next resource to keep you moving forward.

Start the Conversation