You’re here because you need help with some aspect of your finances, and the first step is always to get very, very clear about what your situation actually is – often, that’s the work we do together on a basic financial checkup or a specific project like your cash flow, portfolio, or retirement readiness. Sometimes, it’s another issue altogether, but taken together, that’s clarity.
Sometimes all you need is one conversation with someone who has no agenda except to listen and give unbiased feedback.
The next step is to take ownership, to build structure, to keep momentum, and to keep aiming accurately at your desired outcomes, whether they’re in the next few months, the next few years, or in decades to come. Everyone’s path is different, and my role is to help you build an actionable, measurable, and – above all – meaningful plan in whatever amount of time it takes for you to get very, very clear about what you want your situation to become.
Hourly Rate Coaching
Advice in whatever amount you need.
Cost: $125 – $300 per hour
Wondering how financial coaching can help lighten your load? Set up a call and we’ll talk about it.