What It's Like to Work With Us
Personalized financial planning that brings clarity, confidence, and calm. We offer comprehensive wealth management and financial planning with no minimum investment required, so you can start making progress toward your goals today.
Schedule a Complimentary ConsultationA Personalized Planning Process That Won’t Overwhelm You
I believe financial planning works best when it feels like a true partnership. You bring your story, your values, and what matters most. I bring the strategy and structure to help you move forward with confidence.Â
At the start, we’ll be in close contact, like bubbles in a Diet Coke, working side by side to build a strong foundation. Expect to spend about 5 to 6 hours early on, while I handle the behind-the-scenes work. From there, we’ll meet quarterly to check in, adjust as needed, and keep everything on track without adding stress.Â

Services & Fees
We believe financial planning should fit your life — not the other way around. That’s why there’s no minimum investment required to work with us. Whether you’re starting fresh or already building wealth, we’ll help you make smart decisions, stay organized, and move forward with confidence.Together, we’ll look at investment options and I’ll make recommendations for you based on what you can invest now. Then, as your wealth grows, so can your plan! I’ll be with you every step of the way so you don’t have to worry about flying solo with your investment options.

Comprehensive Financial Planning
We help you manage all aspects of your financial life, including investments, debt, taxes, real estate, career moves, and retirement. You receive personalized support while we handle the heavy lifting behind the scenes.
đź’µ Fees:
- One-time upfront fee of $500–$2,500
- Monthly fee of $200–$900, based on the complexity of your plan

Investment Management
We create and manage an investment strategy tailored to your goals — with no minimum portfolio requirement. You stay focused on what matters most, while we handle the details.
đź’µ Fees:
- 0.65%–1.5% of assets under management

Financial Empowerment Coaching
If you're not quite ready for full-service planning, this option helps you get organized, understand your financial picture, and take meaningful next steps.
đź’µ Fees:
- Custom pricing based on your situation and goals