OFFERINGS

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 package, we can move to an ongoing partnership and add sessions as needed and as life events happen.