Work Desk
I am changing the way you pay for financial advice
I aim to be transparent and honest regarding pricing.
I charge by time and expertise spent on your plan,
not with a fixed fee or % of assets. 

We start with a free discovery call to make sure working together would be a good fit. If we move forward, we meet for an extended intake session to review your history and current situation.

Then, I create a personalized financial plan proposal based on your goals. After the first group of sessions, we can move to an ongoing partnership and add sessions as needed and as life events happen. 
Staff Meeting