Available Services

Free

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Financial education resources are available at no cost and are designed to help you build confidence in understanding your own financial landscape. These materials include clear, easy-to-use documents, sample spreadsheets, and step-by-step guides that explain key concepts like budgeting, saving, investing, and retirement planning. Whether you're just getting started or looking to deepen your knowledge, these resources are created to support you in making informed decisions and developing healthy financial habits at your own pace.

$250/hr

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Financial consultation sessions are designed for individuals who want guidance on specific questions or decisions without committing to a full comprehensive plan. Whether you’re navigating a retirement decision, evaluating investment options, planning for a major purchase, or simply looking for clarity on your next steps, these sessions provide focused, personalized support. We’ll talk through your goals, review the relevant details, and outline practical recommendations you can implement right away. This is a flexible, on-demand option to get expert insight when you need it.

$3500 - Individual/$5500 Couple

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A comprehensive financial plan gives you a clear, organized roadmap for your financial life—today and for the years ahead. This service includes a detailed review of your income, spending, savings, retirement accounts, insurance, investments, education planning, and long-term goals, all tailored to your specific situation. I take the time to listen carefully, understand what matters most to you, and translate those priorities into actionable strategies. The result is a practical, individualized plan you can use to make confident decisions and stay on track, even as life changes.