service based on what’s most helpful to you
Whether you choose ongoing or one-time planning, we start the same way: six meetings over about eleven weeks to understand your life, build your plan, and put it into action. After that, the paths split.
two ways we can work together
A go-to person as your finances change: your career grows, the housing market shifts, equity compensation gets more complex, and parenting adds new decisions. We meet quarterly, and I’m available anytime something comes up in between.
- what you’ll get: A partnership to help you navigate every financial decision as your life continues to evolve.
- how long: Six meetings across eleven weeks, then focused quarterly meetings with ad hoc support for as long as you’d like.
- in between: I’m available 9am–5pm, Monday–Friday, whenever you need.
Someone to help you make sense of where you stand across your student loans, house savings, equity compensation, and family finances, and leave you with a clear roadmap to follow.
- what you’ll get: A clear, prioritized plan you can implement on your own, with the how for every step.
- how long: Six meetings across eleven weeks, then a check-in about three months later.
- if you want more: Your one-time fee counts toward ongoing if you switch within one month of your check-in.
I don’t manage your investments or hold your accounts, and I don’t earn commissions or a percentage of your assets. Your money stays in your pocket and under your control.
That’s intentional. When my pay doesn’t depend on what you buy, how much you invest, or where your money sits, my advice can stay focused on what’s best for you. And instead of handing your money to someone else, you learn how it works, so every decision is one you understand and own.
I don’t manage your money; I empower you to understand how.
ongoing and one-time plans start the same way
tap any meeting to see what we’ll cover.
We learn more about your relationship with money: your vision, values, and what excites, and worries, you about money. I’ll walk you through how this introspective work will personalize your financial plan.
We map your whole picture, from net worth to cash flow, and how the pieces connect. I’ll also show you how a financial plan actually works.
We dig into the topics that matter most to you right now, with any jargon explained along the way and plenty of time for your questions.
I walk you through your plan, with short-, medium-, and long-term actions. You tell me what feels off, and we note any changes.
We work through the changes from your presentation, see how they affect the rest of your plan, and finalize it together.
You leave with a prioritized checklist: what to do, when, and why.
ongoing: we start putting it into action together.
one-time: you’ll take it from here, with clear expectations for checking in on yourself.
then the paths split
ongoing
every quarter
- Update your net wealth and see how it changed over the last year.
- Revisit your vision and values, and talk through any life changes.
- Set your updated savings targets and priorities for the year ahead, keeping in mind the new year’s limits.
- Check that your emergency fund still fits your expenses.
- Map out the big expenses and events you see coming this year.
- Gather what you’ll need for tax season.
- Review last year’s tax return for accuracy and planning opportunities for this year.
- Check whether your paycheck withholding still fits.
- Review investment fund impact reports to ensure your investments still align with your values.
- Review your investment mix and whether it needs rebalancing.
- Compare your budget with what you actually spent in the first quarter.
- Review your life and disability insurance for gaps.
- Check your health, auto, and home or renters coverage.
- Consider whether umbrella liability coverage makes sense for you.
- Confirm the beneficiaries on your accounts and policies.
- Check in on your will, power of attorney, and healthcare directive.
- Get ready for your employer’s open enrollment.
- Walk through your workplace benefits elections during open enrollment.
- Weigh year-end tax moves, like extra contributions or charitable giving.
- Plan the timing of any company stock sales with taxes in mind.
- Use up any flexible spending account balance before it expires.
- Refresh your full financial plan.
- Review progress toward your goals and celebrate your wins.
- Preview the year ahead.
year-round
- Keep an eye on your RSU vests and ESPP purchases, and plan any sales around them.
- Track your PSLF progress and keep your certifications on schedule.
- Follow your home down payment savings as they grow toward your target.
- Prepare your finances for a new baby, from parental leave to childcare.
- Keep your money aligned with your values as your life, and company behavior, changes.
Reach me whenever something comes up, like a job change, a new baby, or a move. I reply within 24 hours.
one-time
about three months later
We check in on your progress, what’s been hard, and your early wins.
- Review your progress on each action item from your checklist.
- Talk through what got in the way, and how to get unstuck.
- Celebrate the wins you’ve had since we finished your plan.
- Adjust any action items that no longer fit your life.
- Decide whether you’d like ongoing support from here.
curious what each path costs? see fees
curious about how this would actually look for you? let’s talk through that together!
let's meet!