What are you looking for?

You're busy. Or maybe just not ready for a long-term relationship. That's cool! We now offer a one-page plan for a low flat fee. 

Best for working individuals with household income <$150,000 who are saving and investing toward future goals. 

For bigger projects, hourly planning is available. 

You're ready to take your finances to the next level and want a long-term, trusted partner to help you reach your goals.

I'll work with you to set personalized goals and create a plan for every area of your financial life. 

Best for those with big plans and looking for a long-term planning relationship. 

Streamlined, fully digital asset management. I partner with Altruist to give you a delightful experience and keep fees low.

Investment management is available as a stand-alone service or discounted when combined with financial planning.