Work With Me + Gain Financial Clarity

We offer individualized financial planning for women and those exploring entrepreneurship. 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.

Starting at $3,000 for individuals or $4,750 for couples

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Small Business Planning

Make sure your business endeavor is financially sustainable and give it the best chance of success.

Fees vary depending on need

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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

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Mini Financial Planning Session

Save time and headache. Get the answers to a specific financial struggle or decision.

$599

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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.

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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.   

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Ready To Find Out If This Is a Fit?

Let’s chat more in a free 30-minute session

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