Pricing + Services
First 15 minute consultation is free! We will talk about what you would like to work on, I will give you a form to fill out with your information to have at our first meeting, and I can give you an idea of how many meetings you will probably need for your goals.
$100/1 hour session
One hour virtual meeting discussing your assets, debts, dependents, goals, values and plans. After the session, I will e-mail you a document with personal next steps, plan, and resources based on our conversation.
$350/4 sessions over a month: Deep Dive Package
When you need a holistic view and structured planning of your finances. We will look at the entire picture, make plans to set up and automate savings and/or investments based on our discussions. I can be with you as you open accounts and help you understand the steps you need to take, or you can try and do it on your own. We can talk strategies of working on finances with a partner and make sure plans work for both of you and your money personalities.