Work With Me + Gain Financial Clarity
We offer individualized financial planning for women and people looking to be their own boss. We can talk about a specific challenge or design a comprehensive financial plan together.
Comprehensive Financial Planning
Stop questioning and start getting answers. I’m here for the long term to help you plan as your life and work situation changes.
$6,625 for individuals and $10,500 for couples
Small Business Planning
Make sure your business endeavor is financially sustainable and give it the best chance of success.
Fees range between $12k and $25k depending on complexity.
Investment Management
Full-service outsourcing of your investments so you can focus on your life and your career. You will review and approve the strategy and we will implement it.
Fees are 1% of assets
Here’s what you can expect when you work with me:
Actionable Advice
You’ll always receive a clear summary of recommendations of what the next steps are.
Virtual Meeting Options
For your convenience, I use virtual screen sharing and video conference software for our meetings. I have a paperless office and work using secure online portals. Your information is safe with me.
Individualized Approach
All the recommendations I make will be customized to reflect your goals and priorities.
Fiduciary Duty
Working with a fee-only advisor means you’ll receive unbiased advice. Fee-only means that you pay for my expertise, guidance and support, not for commissions or a sales presentation.