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PERSONALIZED 
FINANCIAL PLANNING

A series of 1:1 sessions aimed at conquering your financial goals. We will deep dive into your history, risk tolerance, timeline and investment options. You will have access personalized reports and recommendations. These plans are curated to you, and modifications will be made along the way.

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SMALL BUSINESS PLANNING

Ready to have more insights into your business financials? I work with clients on turning their side hustle into a business or growing something they already started. I'll be your partner on all things revenue, expenses, taxes, metrics and accounting. You will leave with multi-year profit projections, tax estimates and management dashboards to understand your important metrics.

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PLAN MANAGEMENT
& SUPPORT

Once I'm familiar with your financial picture, I guide and support you with questions, tax strategy or new goals. This is a retainer fee which is deducted from for text, email, research or time spent updating your plan.

As your life, career and family evolve, I ensure your financial plan adapts.

Some of my valued clients

Image by Scott Webb
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