Services & Pricing

Choose the level of support that fits your needs. Every journey to financial freedom starts with a single step.

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The Discovery Call

Free

The Goal: This is a no-pressure conversation to discuss your current financial situation and goals. Most importantly, it’s a chance for us to ensure we are a good fit for working together before you commit to a paid session. We will talk about where you are, where you want to be, and how I can help you bridge the gap.

Cost: Free

Duration: 30–60 Minutes

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Focused Financial Consultation

$200

The Goal: Perfect for those who have specific questions or a particular financial hurdle they need to clear. There is no long-term commitment; you simply book sessions as you need them. We will discuss your immediate issues, and I will provide you with clear, actionable direction and steps for you to work on independently.

Single Session (Pay-as-you-go)

Personalized budget plan

Clear next steps

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The Budget Deep-Dive

$500

The Goal: This package is designed to move beyond immediate fixes and start the process of long-term financial planning. Over these three sessions, we will transition from stabilizing your current situation to looking at your future.

The Focus: Stabilize the present. We will dig deep into your current budget to find "leaks" and build a sustainable monthly plan.

Map the Future: We will begin the work of defining your long-term goals, exploring strategies to build wealth, and identifying the path toward true financial peace.

The Process: These sessions lay the essential groundwork. Depending on your specific situation, we will use this time to set your trajectory.

Ongoing Support: After this initial foundational work, most clients find value in continuing with additional sessions to stay on track as they navigate the complexities of wealth building and retirement transitions.

What to Expect

You'll receive a simple questionnaire to help me understand your current situation and goals.

Before Our First Call

During Sessions

We'll work together on your numbers, but more importantly, on the mindset and habits behind them.

You'll have clear action items and access to me via email for questions that come up.

Between Sessions

Ongoing Support

I'm invested in your success. Monthly clients get continuous accountability and guidance.