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How I can help

Money touches almost every part of your life. Shouldn’t your financial advisor be a part of all those conversations too?

I’m offering you a subscription to my services. I believe that no matter how much money you have (or don’t have), you should be able to get good financial advice. We’ll walk through what you need. Whether it’s getting real about your income vs spending habits, evaluating your health insurance options, figuring out a debt repayment system, setting up an investment plan, or convincing you that you can rock a bold lip color.

Let’s be honest: the personal finance industry just wasn’t built to help most people. We aren’t taught about money in school but it still feels like we’re supposed to know the answers. Traditional financial advice is targeted to people who already have money. Yet, most big financial decisions happen before we accumulate investable assets; getting married, buying a house, having a baby are all really important decisions that have a huge affect on your finances!

Most “financial advisors” are really investment managers by another name. While the investment portion is important to the big picture, I don’t feel like I’ve done my job unless I know your entire financial life is in order. So let’s take the money conversation beyond the stock market and get you set for everything life might throw at you.

Monthly

The most intensive option, designed to cover every aspect of your financial life. Spending, saving, debt pay-off, you name it. We’ll break it down into easy-to-do steps together.

Services include:

  • One-on-one call every month
  • Comprehensive financial planning
  • Appropriate investment accounts, as needed
  • Investment allocation education
  • Periodic rebalancing
  • Unlimited email and text access

Quarterly

For the person who feels they have their financial basics under control, but wants an expert to keep them engaged and accountable. We’ll dig a little deeper to make sure you’re set.

Services include:

  • One-on-one call every 3 months
  • Appropriate investment accounts, as needed
  • Investment allocation education
  • Periodic rebalancing
  • Unlimited email and text access

Investment “Only”

Built specifically for anyone who has left a job and needs somewhere (with someone who knows what they’re doing) to park that retirement account so it can continue to grow for you.

Services include:

  • Annual one-on-one call
  • Investment allocation education
  • Periodic rebalancing
  • Unlimited email access

Let’s build something together.


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