As women, we have a lot on our plate (children, aging parents, relationships, careers). We are the head of our household and making big financial decisions or procrastinating because it's too overwhelming. Money decisions can be stressful when you have no guidance or experience. Let us take care of this for you. We will partner and make a plan together, so you can spend time on the other (more enjoyable) aspects of your life.
How Can I Help?
Cash Flow and Budgeting
Investing Leftover Cash
Setting and Meeting Financial Goals
Saving on Taxes
Protecting Your Assets
Not sure which plan is best for you? Check out my Comparison Tool.
Full Financial Planning
Financial Planning is ongoing and I will be with you every step of the way! Creation of the initial plan is $2,200 for individuals and $3,000 for couples; then a subscription billed monthly with no contracts! Here is the full breakdown, with the lowest price starting at $104/month.
Are you on track to retire on your terms? I provide you with a retirement plan that includes investment education, a SWOT analysis of your current situation, and specific advice based on your timeline, goals, and tolerance for risk. Fees are based on complexity from $700 to $1,300.
I realize not everyone is in a position to hire a full time financial planner, but still needs some guidance to answer a few burning questions or quickly solve a pain point. In an hourly engagement, you are able to get advice relevant to your situation that you can implement right away. My rate is $250 per hour.