top of page

You can expect the first time we meet to focus on questions like:

What do you wish you spent more time doing?

What does your ideal life look like in 5 years?  10 years?

Why does money matter to you?

What joyful childhood memory do you have related to money?


      A start-up fee of $500 - $5,000, and an annual fee of $1,800-$6,000  thereafter, depending on complexity.

       Once we lay this foundation, I get into the numbers and create a customized financial plan for you.

I don't start with your income or your investments or debt.
I start with you.


bottom of page