Pricing + Services

First 15 minute consultation is free! We will talk about what you would like to work on, I will give you a form to fill out with your information to have at our first meeting, and I can give you an idea of how many meetings you will probably need for your goals.

$125/1 hour session Overview and Check up

One hour virtual meeting discussing your assets, debts, dependents, goals, values and plans. After the session, I will e-mail you a document with personal next steps, plan, and resources based on our conversation. This is for you if you need another pair of eyes on your finances and a general idea of how to organize and systemize your money moving forward. You can do all the work of setting that up on your own and feel motivated to do it.

$210/2 sessions over a month Overview and some change

Overview and Check up plus a follow up appointment to keep you accountable and help with any roadblocks or questions that have come up in the process. This is for you if you have one or two major questions to work through, like consolidating old retirement accounts , changing retirement funding levels or savings levels from your paychecks, etc. *All sessions will be scheduled at first checkup

$400/4 sessions over two months Deep Dive Package

Overview and check up plus holistic view and structured planning of your finances. This will often include a detailed to-do list based on your goals and values, an accountability partner to make sure you are making necessary changes, and help setting up accounts, understanding your investments and how to invest. This is especially helpful if you need help working on the emotional and behavioral barriers in your relationship with money. We can talk strategies of working on finances with a partner and make sure plans work for both of you. You can also e-mail any questions you have between sessions as needed.  * All sessions will be scheduled at first checkup