What people come to me for.
These aren't rigid packages. They're the real situations people are in when they get in touch, and what usually happens once we start working through them.
Deep dive
A detailed guide based on real situations I work through with clients:
Also common
These come up constantly and I've helped plenty of people through them. Even if one does not have a deep dive of its own yet, we can work through it together.
When you're the one they call
Someone in your life has started treating you as the person who understands money, and you want to help without it taking over your calendar. We work out what actually helps, what is not yours to carry, and where to point them for the rest.
Money with your partner
When you and your partner aren't on the same page about spending, debt, or saving, and conversations keep stalling. We sit down together and establish a shared, calm baseline with zero judgment.
Getting started investing
You know you should be investing, but every explanation online assumes you already understand the jargon. We walk through the core principles and build a simple, low-cost plan you can understand.
Credit cards & debt strategy
Sorting through high-interest balances, building an aggressive payoff plan, or learning how to use rewards responsibly without letting the cards use you.
The forgotten 401(k)
Tracking down retirement accounts from previous employers, reviewing your current contribution options, and making sure your money is actually invested properly.
If none of these are quite it
That is normal, and it is usually still worth a conversation. Most people don't arrive with a tidy category. They arrive with a vague sense that something about their money isn't right, and we start there.
Ready to talk through what is on your mind?
A free 30-minute conversation. No preparation needed, no products to sell, and no pressure.
Book a free intro call →The first conversation is free. Sessions after that are $100. I'm early in building this, so for the first handful of people I'm covering that cost. If that's you, I'll tell you on the call.
Already had your intro call? Book a full session →