Topics

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Investments

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Personal Finance

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Technology

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Schedule a Chat

Have a list of questions, or want to dive deeper into a topic with a real live person? Schedule a chat or collaboration that works best for you and let's get started!

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No Time/No Call Consult ($0)

Use my 7 minute questionnaire to give me a picture your goals, challenges, and current situation. I’ll get back to you with a custom blend of recommended tools, resources, and next steps. Tackle the next part of your financial journey with confidence, in no time!

30 minute ($30)

Explore short term solutions and best practices to implement, get organized and gain clarity in where to focus your financial energy from here. Discover tools and templates to help on your journey

60 minute ($50)

Dive deep into the topics that matter most to you. Gain insight and tangible next steps, ask questions, and get a customized roadmap for your short and mid term goals and challenges.​

90 minute ($70)

Explore short, mid, and long term solutions and best practices to create a clear path to your financial goals. 

120 minute Workshop ($99)

Take a deeper dive into any of the following topics:

• Retirement
• Investing
• Debt and Spending
• Technology