For people starting out, need occasional help, or just want a second opinion.

How it Works

You can work with me on an hourly or per-project basis. We can cover one or two topics of concern to you, like planning for college or retirement, or work together to take control of your cash flow and debt. True story, I finished my basement; framing, plumbing, electrical, etc., some people are just do-it-yourselfers…If this is you, too, then this might be the best way for us to work together. We can build a full comprehensive plan and you can run with it! You’ll still get the education and experience of a professional, but you can own the implementation.

What this could look like:

Let’s say you’re super busy, have some debt, have some kids, have some dreams, but not ready to dive in the deep end yet.

We meet and decide we’re going to tackle cash flow, budgeting, and debt optimization (Picture in your head yourself yelling “FREEDOM” like William Wallace in Braveheart, sans the painted face).
We’ll discuss a couple key “why”s to identify our motivating goals and then I’ll shoot you over a quick questionnaire to capture the nitty-gritty data. We’ll explore, together, what’s going on and build a strategy to get you on track. After you’ve had time to live in the plan, I’ll reach out to see how it’s working for you. You’ll also have a couple opportunities to reach out for questions as part of the engagement.

In a couple of hours, we can drastically improve your approach to finance!

Investment

Work with me on an hourly or per-project basis.

$200 per hour