SERVICES
Guidance for today, tomorrow, and what’s next.
Every financial life is different, so support comes in a few different shapes. Whether you want an ongoing partner, a clear plan to carry out yourself, or help building your foundation, there’s a place to start.
ONGOING RELATIONSHIP
Intentional Financial Management
An ongoing, planner-led relationship where your financial plan and your investments work together. Your portfolio is managed around your goals and priorities, and we revisit both as life changes.
YOU MAY BE A GOOD FIT IF YOU…
want an ongoing planning relationship, not a one-time plan
would like your investments in step with your plan
want one planner who sees the whole picture
WHAT WORKING TOGETHER LOOKS LIKE…
We start with discovery and build your plan together
We meet regularly to review progress and update your plan
When life changes, the plan changes with it
PROJECT BASED
One-Time Financial Planning
A comprehensive planning project with a clear beginning and end. We look at your full picture and create a plan with clear, actionable steps you can carry out on your own.
YOU MAY BE A GOOD FIT IF YOU…
want clarity and a defined plan
prefer to handle the follow-through yourself
are facing a specific decision or milestone
WHAT WORKING TOGETHER LOOKS LIKE…
A discovery conversation, with documents shared via the secure portal
Analysis and plan design
Clear next steps to carry forward
COACHING AND ACCOUNTABILITY
Foundations
Coaching, education, and accountability for getting organized and building confidence with money — a strong starting point before an ongoing investment relationship makes sense.
YOU MAY BE A GOOD FIT IF YOU…
are early in building your financial foundation
want structure and support to stay on track
learn best with guidance alongside you
WHAT WORKING TOGETHER LOOKS LIKE…
A more in-depth kickoff to get organized
Monthly check-ins to keep momentum
Planning conversations as your foundation grows
PRICING
$250 to get started, then $125 per month. No contract.
NOT SURE WHERE YOU FIT?
That’s what the first conversation is for.
We’ll talk through where you are and find the level of support that makes sense for you.