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Services

As women, we have a lot on our plate (aging parents, relationships, careers). We are 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

  • Managing Debt

  • Investing Leftover Cash

  • Employer Benefits

  • Setting and Meeting Financial Goals

  • Saving on Taxes

  • Protecting Your Assets

Not sure which plan is best for you? Check out my Comparison Tool.

Services: Services
Carefree Drive
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Full Financial Planning

Financial Planning is ongoing and I will be with you every step of the way!  Creation of the initial plan is $2,500 for an individual; then a subscription billed monthly with no contracts! Here is the full breakdown, with the lowest price starting at $107/month.  

Hourly Planning

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.

Services: Clients

Workshops

I can provide financial workshops at your company, school, or organization and cover a variety of topics.

Please contact me if interested.

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