Getting started is easier than you think. Here's the process.
1. We talk. (Free, 20 minutes) You tell me what's on your mind — what prompted you to reach out, what feels heavy, and what financial peace of mind would look like for you. No pressure, no pitch. Just a conversation to make sure we're a good fit.
2. We dig in. (60-90 minutes) If we decide to move forward, we schedule a deeper session where I learn everything I need to know about your financial picture — your income, your accounts, your debt, your goals. I'll send you a simple spreadsheet to fill out ahead of time so we use our time well.
3. You get a real plan. (30-60 minutes) I build you a personalized written financial plan, and we walk through it together. Every recommendation comes with a clear explanation of what it is, why it matters, and what to do next.
4. You're not on your own. One month after your plan review, I'll check in to see how implementation is going. If you want ongoing support, accountability, and annual updates, my monthly partnership option is there for you.
2. We dig in. (60-90 minutes) If we decide to move forward, we schedule a deeper session where I learn everything I need to know about your financial picture — your income, your accounts, your debt, your goals. I'll send you a simple spreadsheet to fill out ahead of time so we use our time well.
3. You get a real plan. (30-60 minutes) I build you a personalized written financial plan, and we walk through it together. Every recommendation comes with a clear explanation of what it is, why it matters, and what to do next.
4. You're not on your own. One month after your plan review, I'll check in to see how implementation is going. If you want ongoing support, accountability, and annual updates, my monthly partnership option is there for you.