Bring clarity to your financial life.

Please complete the form below to request an introductory call.

Consultations are only scheduled on Thursdays and Fridays between 9:30am and 4:30pm Eastern Time.

(Please include as many details about your financial concerns and goals as possible)

Please choose all that apply.
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Your submission has been received and I will be in contact via the email provided once I have a chance to review your responses.
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Financial snapshot

The 5-Meeting Planning Process

A quick look at what we can do when working together:

Urgent Matters

Addressing the most important areas in your life first

Retirement & Investing

Creating a plan for existing & future investment goals

Cash Flow

Getting a clear understanding of where your money's going

Debt & Savings

Paying off & saving for college and other life liabilities

Contract Review

Taking a closer look at your benefits and payscale

Insurance Analysis

Reviewing any policies & providing a path forward

The Comprehensive Financial Plan
This is a 5-meeting engagement, typically spanning four months, designed to actively help you implement a comprehensive and customized financial plan with the goal of keeping you accountable.
• The financial plan includes everything in your life, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations
• This plan includes unrestricted phone and email access throughout its duration
The flat fee for this plan is $8,000
→ Next Steps
Step 1) Schedule
After completing the above contact form, I respond via email to confirm details and explain the process.
Consultations are only scheduled Thursday and Friday between 9:30am and 4:30pm Eastern Time
Step 2) Intro Meeting
The intro call is an opportunity to ask questions, discuss your financial concerns, and establish the values to guide your money decisions. If you decide to move forward, you’ll receive a fiduciary agreement and an invitation to your personal financial planning website.
Step 3) Getting Started
Then, the first financial planning meeting focuses on getting acquainted, confirming facts, and setting the tone for the next three meetings.

Once completing the five-meeting financial planning relationship, ongoing financial advice & support is a recommended optional service.