top of page
Asianfemalesittingatairportbeforetriphav

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?

​

​

​

​

​

​

                                                                          COST

      A start-up fee of $900 - $2,400, and an annual fee of $3,600-$9,600  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.

PRICING

bottom of page