Expert Advice. Trusted Guidance. No B.S.
Services
Whether you’re navigating a major life transition or just want to feel more in control of your money, we’ll build a financial plan that’s grounded, personalized, and actionable.
You’ll get clear advice tailored to your life — without jargon, judgment, or pressure to fit into someone else’s version of success.
The Financial Empowerment Plan
Your blueprint for clarity, confidence, and follow-through
6-Month Comprehensive Planning Engagement
Starting at $3,750
Most Financial Empowerment Plan engagements range from $3,750-$7,500 depending on the scope and complexity of the planning involved
This is where most clients begin: a comprehensive review of your full financial picture with guidance tailored to your unique goals and values. You’ll walk away with clear next steps and the support to take action.
Designed for you if:
- You’re navigating a major life transition, like a career change or growing your family
- You’ve been managing things solo but want expert insight to optimize what’s in place and uncover any blind spots
- You’re ready to ditch financial anxiety and start making confident, values-aligned decisions
What’s Included:
- In-depth analysis of your current financial landscape
- A personalized plan with specific, actionable recommendations
- A series of guided meetings to review your plan and answer all your questions
- Hands-on implementation support to help you execute your plan with confidence
What We Can Cover Together
Core Building Blocks
These foundational areas help you get organized, build momentum, and make intentional progress.
Aligning Your Money with Your Life Goals
Income and Cash Flow Management
Student Loans & Debt Repayment Strategy
Investment Review & Asset Allocation
Tax Planning Opportunities
Insurance and Risk Management
Retirement Savings and Account Optimization
Estate Planning Essentials
Emergency Fund Planning
Planning Through Transitions
Support for life’s most pivotal moments — from career changes to parenthood.
Navigating Job Changes and Career Pivots
Planning for Parental Leave or Childcare
Planning for Aging Parents and Family Support
Wellness, Sabbaticals, and Work-Life Tradeoffs
Special Topics
Advanced or situational planning topics — tailored to your goals and values.
Planning as a Business Owner or Self-Employed Professional
Education Planning (Beyond 529s)
Homeownership and Mortgage Planning
Equity Compensation & RSUs
Charitable Giving and Values-Based Planning
Digital Asset Planning
Values-Aligned Investing
Focused Planning Project
One clearly defined planning project. In depth analysis and personalized recommendations.
Starting at $1,500
Most Focused Planning Projects range from $1,500-$3,000 depending on the scope of analysis and recommendations required.
Need help navigating a specific financial challenge but don’t need a full comprehensive financial plan? A Focused Planning Project provides deeper analysis and more personalized guidance than a one-time consultation, while remaining targeted to your most important planning priority.
Common Projects
- Investment portfolio review and recommendations
- Roth conversion and tax planning strategies
- Equity compensation planning (RSUs, stock options, ESPPs)
- 401(k), IRA, and account consolidation decisions
- Major financial decision support
What’s Included:
- Discovery meeting to clarify goals and scope
- Detailed review of relevant financial documents
- Personalized analysis and recommendations
- Recommendation meeting to review findings
- Follow-up implementation support
Follow-up Services
After your Financial Empowerment Plan or Focused Planning Project, choose a plan to work with me for ongoing support.
Ongoing Planning Relationship
Starting at $650/quarter
Most ongoing planning relationships begin at $650 per quarter, with fees customized based on the scope and complexity of services provided.
Your life doesn’t stand still — and your financial plan shouldn’t either. This ongoing relationship is designed to help you stay proactive, not reactive, as your priorities evolve. With structure, flexibility, and expert support, you’ll stay organized, intentional, and confident in the decisions you’re making. Included in this plan is:
- Quarterly Checkpoint System – A structured planning rhythm that ensures we revisit key areas at the right time — like investment tune-ups, tax planning, insurance reviews, goal tracking, and life updates. You’ll always know what to focus on, and when.
- Quarterly Strategy Sessions – Dedicated time to reassess priorities, make timely adjustments, and ensure your plan continues to align with your life.
- Ongoing Email Access – Got a quick question or unexpected decision to make? I’m here between sessions to offer timely insight and direction.
- Tailored Recommendations & Resources – From new financial goals to life transitions, you’ll get ongoing advice that evolves with your needs — not a one-size-fits-all formula.
- A True Planning Partner – No cookie-cutter updates. Just thoughtful, collaborative guidance to help you move forward with clarity and calm.
Financial Plan Refresh
Starting at $1,250
A streamlined check-in to update your plan and stay aligned — without starting from scratch. This is a great fit for returning clients who’ve already received a Financial Empowerment Plan and want to revisit or recalibrate their strategy based on new circumstances. A Financial Plan Refresh is generally most appropriate for clients returning within a few years of their original plan whose overall strategy remains largely intact and simply needs updating rather than a complete redesign.
Ideal if:
- You’ve experienced a life shift — like a new job, growing family, or relocation
- Your goals or priorities have evolved
- You want expert input without committing to ongoing support
Included in your plan is:
- A review of your current financial picture and what’s changed since we last worked together
- Updates to your plan with recommendations tailored to your evolving needs
- A 90-minute Zoom session to walk through updates, answer questions, and ensure clarity
- A follow-up summary with actionable next steps and implementation support
Not sure which option is right for you?
Start with a free 30-minute intro call. We’ll talk about where you are, where you want to go, and whether we’re a good fit to work together. Book your free intro call to learn more.