No contract, no commitment! Private Zoom or phone session. Ideal for strategizing, getting unstuck, talking through financial curveballs or conundrums.

This is a free Zoom consult and requires completion of a brief questionnaire before our session. One per individual. Confidentiality assured.

For existing clients, this is a check in in between scheduled sessions for questions or support.

4 sessions over 4 weeks. Uber-focused organization of your financial numbers to inform important money decisions.

We’ll dive deep and create financial goals for your best life possible. See website for details. 7 sessions over 12-16 weeks.

See website