Prioritize your financial health.
Flat fee financial planning for DIY investors.
Let’s carve out some time and make your financial health a priority.
My fundamental belief is that a healthy life is made up of a balance between financial, physical, emotional and spiritual health. Through our work together, I will help you prioritize financial health and enjoy your life today while pursuing your dreams of tomorrow.
Where are you on your journey to a healthier financial life?
Our Clients share some of the following characteristics:
Seeking to align financial priorities with a broader financial plan
Looking to grow into an abundance mentality
Excited about prioritizing financial health
Experience some anxiety about managing finances
Adopts a growth mindset approach to life
Plans to retire in 15-25 years
Interested in understanding their unique relationship with money
Do any of these sound like you? If so, let’s talk!