Start with a 30-minute free call to share your questions and concerns. We discuss what you are looking for and how I can help.

Next is a two-hour meeting in which we examine all your finances—the whole picture. We discuss goals and strategies. You leave the meeting with concrete steps and a plan of action.

Finally, if needed, I have a variety of continuous support plans from 3 to 12 months that include one-on-one coaching sessions, decision support, and more. We’ll find the right flavor for you.