We'll work together over the course of 3 meetings to organize your finances and set you on the right track for success. 

If you are looking for a one time plan and prefer to implement the strategy yourself, this is a great option.  The process will take place over the course of 3 meetings, either in person or virtually.

  • We start by understanding your current financial life.

  • Then, we'll organize your finances and together build a snapshot that illuminates for you how you’re doing now.

  • Next, we start making plans for the future. What do you want out of your life? For yourself? Or for your family? How about for your community?

  • Once we know your overall goals (where you want to go), we prioritize your goals and design specific strategies to make progress towards your better future.

  • Includes investment allocation advice, tax planning strategies, cash flow and savings strategies, and retirement projections.

  • The plan will serve as your road map going forward as you implement the strategies we designed together.


  • $2,000 - $3,000 based on complexity (1/2 due upfront, 1/2 due at third meeting)