Financial Planning Support & Beyond
Cost
The first session is pay-what-you-can ($50 minimum). These are one-on-one conversations.
Everyone needs access to affordable high quality financial advice, no matter your financial situation.
Everyone needs access to affordable high quality financial advice, no matter your financial situation.
Why?
The financial services industry is a murky place, purposely designed to obfuscate and misdirect. Much of the industry perpetuates an economic system to keep you confused, so they can sell you the solution.
When you feel empowered and in control of your finances, you feel safe, stable, and secure and you’re able to free yourself and take care of those around you in a meaningful way. Money doesn't just have to be a game... it can be a source of empowerment and agency.
When you feel empowered and in control of your finances, you feel safe, stable, and secure and you’re able to free yourself and take care of those around you in a meaningful way. Money doesn't just have to be a game... it can be a source of empowerment and agency.
Money Skills
CLARITY ON YOUR GOALS AND WHAT IT WILL TAKE TO GET THERE
What do you actually want your life to look like? We do a deep dive on what your goals and aspirations are so we know exactly what you're working towards and can plan how to get you there. It's not about giving up shopping or never going to restaurants, it's about figuring what you can do today to have the tomorrow you've always wanted.
AN UNDERSTANDING OF WHERE YOUR MONEY IS GOING AND WHY
It's never just about the money. We spend time figuring out your money psychology and how it affects every financial decision you make, from buying a coffee every day to saving for something big and exciting. Understanding your relationship with money is one of the best ways to create and keep habits that serve what you truly value.
PERSONALIZED ADVICE YOU CAN IMPLEMENT RIGHT AWAY
The nitty gritty. We will start to piece together some quick wins you can take action on that day. We won't be able to get to everything, but we'll make sure to talk about your most pressing and top of mind issues. Things like: Credit Cards, Student Loan Debt, Spending & Saving, Tax Planning, Insurance Needs, Investments/Retirement, Employer Benefits, Estate & Other Legal Documents.