Services

We work together over the course of up to three months to build a comprehensive financial plan tailored to your goals and situation. This process covers core areas such as budgeting, investing, retirement readiness, withdrawal strategies, insurance needs, Social Security timing, healthcare planning, Roth conversions, college savings, and other major financial decisions. If you prefer a hands-on approach, this service also includes instruction on how to use a financial planning tool so you can manage and update your plan confidently on your own going forward.

This service is built for early-career professionals (typically within the first five years after college or a certificate program) who want to start off strong. Together, we’ll create a focused financial plan that looks at your budget, company benefits, insurance needs, and early investment choices. If you’re facing big decisions, we’ll walk through those too. Our goal is to help you launch your career with clarity and confidence. Perfect as a graduation gift for parents looking to set their kids up for success.

Hourly consulting for one-off questions, special projects, or short-term engagements. Examples may include:

• Update to an existing financial plan

• Review a DIY financial/retirement plan

• Discussing a big decision

• Walk you through the process to create accounts and make investments

• Developing a budget and learning how to track expenses