Working with Us

Discussing personal finances can feel as uncomfortable as a visit to the doctor, where you may feel exposed and vulnerable.

In my practice, I don't expect clients to have perfect money habits; instead, I help them move from feelings of shame and guilt to confidence through educational tips, mindset coaching, and actionable steps.

Our relationship begins with a commitment-free consultation and a detailed discovery call, where we assess your financial landscape and clarify your goals before deciding on the best path forward.

Explore Our Services in Detail

All our offerings begin with a complimentary 30-minute consultation, where we get to learn more about each other, and a 60-minutes discovery call, where we lay the foundation for your financial plan.

Project-Based Financial Planning

  • A project-based plan is for you if you are DIY-ing your finances or already working with a financial professional but want a second opinion that you’re on the right track. You want a “health check-up” to measure your financial wellbeing.

    Together, we organize your personal finances and do a deep dive to evaluate if you are on track toward reaching your goals and protecting your wealth. Then, you take your plan we create together and implement your action steps on your own (or with another professional).

    Whether you want help with just one area of your finances, like buying your first home, or you want a comprehensive action plan helping you work toward all your goals and transitions, like retirement, college planning, and career changes, you get a customized plan mapping the course to get from “here” to your destinations.

    See the above comparison chart for a list of services included in the project-based plans.

  • $2,000 - $4,500*

    *If we are focusing on just one area of your financial life (like buying a property), the project-based plan is $2,000. For a comprehensive plan, the project-based plan is $4,500.

    This engagement should take 1-3 months to complete. Additional time may result in additional charges.

Ongoing Financial Planning

  • Ongoing financial planning allows us to establish an initial plan and then continue working together after the initial financial plan is created. We update your plan as frequently as your life and goals change and make sure you stay accountable to your goals.

    We have two versions of ongoing financial planning: a lite version and comprehensive version.

    Lite Ongoing Planning

    This tier is for you if you feel like you already have decent money habits (like you earn more than you spend or already track your expenses on a regular basis), but you want a financial professional “sounding board” to keep you on track toward your goals and navigate any life transitions you may experience.

    See the above comparison chart for a list of services included in the lite ongoing financial plan.

    Comprehensive Ongoing Planning

    This tier is for you if you feel like you’re stuck on a hamster wheel when it comes to your finances. You’re dreaming of a bigger and better future but feel overwhelmed any time you think about your finances and don’t know how to shake undesirable money habits, like overspending. You want to be intentional with your money and lifestyle and to sleep soundly at night knowing you’re enjoying life today while working toward your dream future.

    This is our most comprehensive offering, where we explore your relationship with money and coach you on implementing financial habits that make you feel confident making money moves.

    See the above comparison chart for a list of services included in the comprehensive ongoing financial plan.

  • Both the lite and comprehensive ongoing financial plans have an initial planning fee of $2,750 as well as the below monthly fees:

    Lite: $495/month ongoing advice fee

    Comprehensive: $750/month ongoing coaching + advice fee**

    **The comprehensive plan is intended to last for 12 months and then switch to the lite version.

    For investment management services at one of our custodians (Altruist or Betterment), add $100/month to the ongoing advice fee. We do not charge a % on assets we manage.

Á la carte Services

  • We can help you with the below services individually or as an addition to one of our other plans.

    1.) Expense Tracking & Budgeting: Knowing how much you spend is the starting point to answer almost every financial planning related question: How much do I need to retire? How much does my business need to make before I can walk away from my 9-5? How much life insurance do I need? Etc.

    This exercise is helpful for if you have no idea how much money you’re spending or where your money is going but want to be more intentional with your money so that you can spend on what matters most to you.

    What you get in this service:

    -An organized view of your spending for the past 12 months.

    -A 60-minute call to go through your expenses to analyze if any changes in your spending are recommended.  

    -An emailed summary with my analysis and action steps for recommended adjustments in your spending habits.

    2.) Money Mindset Coaching: Understanding and developing a healthy money mindset is crucial for achieving financial success and security. It influences our financial habits, guiding how we earn, save, spend, and invest money throughout our lives. By fostering a positive money mindset, individuals can break free from limiting beliefs, overcome financial challenges, and ultimately attain greater financial freedom and peace of mind.

    This is for you if you feel like you aren’t making progress toward your financial goals or can’t seem to shake an undesirable financial habit, and you want clarity on what is holding you back and recommendations on how to move forward.

    What you get in this service:

    -A two-hour session with a money mindset coach.

    -A 60-minute follow-up call with your financial advisor.  

    -An emailed summary with my analysis and action steps for recommended adjustments to improve your relationship and overcome limiting blocks.

    3.) Coordination with Other Service Providers: Have your financial advisor on a call with you and your other service providers, such as your CPA, attorney, or mortgage broker, for a holistic approach to your financial advice.

  • Expense Tracking & Budgeting Fee: $500. Note that this is already included in the Comprehensive Ongoing Financial Plan.

    Money Mindset Coaching Fee: $1,500. Note that this is already included in the Comprehensive Ongoing Financial Plan.

    Coordination with Other Service Provider Fee: $300/hour. Note that you have up to one phone call per month with your other financial service providers already included in both Ongoing Financial Planning options.

Our Services at a Glance

Compare our offerings to find the solution that best fits your needs. Continue scrolling down for more information on each offering.

Check out our ADV Part 2A at the bottom of this page for more information.