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Asianfemalesittingatairportbeforetriphav
I don't start with your income or your investments or debt.
I start with you.

You can expect the first time we meet to focus on questions like:

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What do you wish you spent more time doing?

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What does your ideal life look like in 5 years?  10 years?

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Why does money matter to you?

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What joyful childhood memory do you have related to money?

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                                                                          COST

      A start-up fee of $1,050 - $3,000, and an annual fee of $4,200-$12,000  thereafter, depending on complexity.

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       Once we lay this foundation, I get into the numbers and create a customized financial plan for you.

PRICING

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