Our Services 

Enjoy the freedom that comes with knowing you are on the right track. I offer multiple services to meet anyone where they are on their journey. No hidden fees, know what you pay upfront with flat fee financial planning.

1 Year Plan

Best for the DIY-ers, those first starting their journeys, and those looking for a second set of eyes on their current financial plan.

Includes:

  • 2 meetings

  • Consolidation of financial data

  • Strategy & Goals for the next 12 months

  • Full financial plan packet

Best for those committed to seeing progress over time, looking for long term and ongoing services.

Includes:

  • Support and accountability with monthly check-ins

  • Quarterly meetings for short term goal planning

  • Full financial plan packet

  • Access to financial planning software

Monthly Coaching

Investment Management

Best for those looking for the all inclusive option. Enjoy full service financial planning and investment management.

Includes:

  • Strategy meetings for short and long term goals

  • Investment account management, including High Yield Savings Account option

  • Full financial plan packet

  • Access to financial planning software

  • Values Based Investment options

Service options for wherever you are on your journey. Not sure which package is right for you? Send me a message.