I offer three ways to work together, so you can choose the type of financial guidance that fits your needs — whether you want a complete roadmap, a focused strategy session, or ongoing support when you need it.
Transparent pricing. Flexible options. Advice you can trust.
The Advice-Only Difference
I don’t manage your investments or sell financial products. My role is to give you clear, unbiased advice you can easily implement yourself. And if you want help putting your plan into action, implementation support is included in the Comprehensive Financial Plan or available anytime on an hourly basis.
New Clients OnlyFinancial Blueprint Intro Session
$200
A focused, 60-minute session to answer your biggest financial question and give you a clear, actionable plan.
Perfect for:
Freelancers, agency owners, and W-2 creatives with one pressing money issue.
Anyone curious about working with a financial planner before committing to a full plan.
You’ll Get:
A personalized action plan with next steps.
The option to apply your session fee toward a Comprehensive Financial Plan.
Comprehensive Financial Plan
$5,000 - $7,000
A project-based engagement to create a clear, actionable roadmap for your financial life tailored to your goals, priorities, and values.
Typical length is 6 months
Discovery Meeting: We’ll get a complete picture of your current finances and define your goals.
Data Gathering: I’ll provide a clear list of what to gather, and we can even organize it together.
Plan Presentation: You’ll receive a personalized financial plan you can actually understand and use.
"Getting It Done" Meetings: Up to 3 follow-up sessions to implement your plan step by step or to answer any questions that might’ve come up.
Hourly-Based Financial Planning
$300/hour
Ongoing or on-demand advice for past clients or anyone needing targeted guidance.
Examples:
Updating your investment strategy.
Adjusting plans for a career change or big purchase.
Reviewing tax-saving strategies or education funding plans.
You’ll know the scope and cost before we start. No surprises!
Not Sure Which Option is Right for You?
Schedule a complimentary 30 minutes intro meeting today!
What We Solve Together
Financial planning covers all the essential areas of your financial life: taxes and investments to retirement, cash flow, education, insurance, and estate planning. If you’re a business owner, it may also include choosing the right structure and managing irregular income.
But those categories only tell part of the story. Behind each one is a real concern, a question that keeps you up at night, or a challenge that feels hard to tackle on your own. That’s where I come in — translating financial complexity into simple, practical steps.
Here are some of the most common problems I hear from clients, and how we solve them together:
PROBLEM“I never know what I owe, and I’m worried about missing payments.”
We’ll set up a simple system for quarterly taxes, maximize deductions, and connect you with a trusted CPA so tax time feels predictable, not stressful.
Solution“I know I should be investing, but I’m not sure where to start or if I’m doing it right.”
I’ll help you build a low-cost, diversified portfolio aligned with your goals and show you how to maintain it yourself with confidence.
“Some months I’m flush, other months I’m barely scraping by.”
Together we’ll design a system for smoothing out income, setting aside for taxes, and paying yourself consistently even when client work ebbs and flows.
“I don’t have a 401(k) through work — am I already behind?”
We’ll explore options like a Solo 401(k) or SEP IRA, and create a strategy to build your retirement savings at a pace that works for you.
“I know I should have insurance and an estate plan, but I don’t know where to start.”
I’ll guide you on the right coverage, and coordinate with trusted attorneys and brokers so your loved ones are protected without unnecessary complexity.
No matter which challenges resonate with you, the goal is the same: to untangle the financial side of your life, reduce stress, and give you confidence moving forward.
Let’s start solving your biggest financial question together!
You don’t receive a 50-page binder full of charts and jargon. You get a roadmap: clear, digestible, and focused on the decisions that matter most. Each plan is tailored, which means some sections may not apply to your situation and won’t be included, while others may go deeper during implementation when the timing is right. The emphasis is always on clarity, priorities, and action steps you can actually follow. To give you a sense of what this looks like, here’s a sample financial plan you can review. (Note: This is an illustrative example only. Every client’s plan is customized to their goals, values, and circumstances.)