Strategy Session

This service is designed to answer 1 or 2 of your most pressing financial concerns. Examples include: selecting investments in your 401k, guidance on rolling over funds into an IRA/Roth IRA and investment selection, or review of existing budget.



  • 15-min call (or detailed email) to review situation

  • 30-min call to discuss recommendations

  • follow-up recommendations e-mail


one-time FEE


Financial Planning

This service is a full review of your financial situation and all its moving parts. We will develop a financial "roadmap" for you, focusing on areas such as budgeting, savings, debt reduction, investment selection, retirement, company benefits, and more.



  • 30-min call to review situation

  • 60-min call to discuss recommendations

  • a goals-based financial plan

  • step-by-step action items list


One-time fee

(based on complexity)



+$105/month retainer

(includes regular check-ins and available access for ongoing financial questions)