Services

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.

Financial Clarity Assessment

The Financial Clarity Assessment is a focused planning session designed to help you understand where you stand financially and what matters most to address next. Before we meet, you’ll complete a set of financial worksheets so I can review your income, spending, obligations, and goals.

During our session, we’ll review:

  • how your money is actually flowing

  • identify key pressure points and trade-offs

  • help you prioritize the next right step.

You’ll leave with a written summary, a high-level MasterSpending™ Plan, and clear guidance on how to move forward, whether on your own or with continued support.

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

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.

On-Demand Financial Planning & Coaching

This is financial guidance with focused, single sessions on your timeline.

This typically includes:

  • Single planning and cash flow sessions

  • Advice-only investment strategy support

What to expect

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

Most clients can expect fees to range from $250+ per hour, depending on complexity.

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