Financial Planning with Heart

If you want a dedicated partner to get your finances in order,
done with a spirit of support and intentionality, let's work together.
No shaming. No minimum wealth requirements.

I offer socially-responsible financial planning, which means where possible, and when appropriate to your financial needs, you’ll be given socially-conscious options for your money.

Sign up for a free, introductory call so we can get to know each other. You tell me what your needs are, and I’ll let you know how I can help.

What it looks like for us to work together:

Retainer model: $3,000 for a year-long engagement; option to extend $150/month after the first year

• Together, we’ll build you a full financial assessment & plan, covering everything from investment advice (with socially-responsible options if you choose) to budgeting to achieving financial goals.

• Ideal for clients who would like to sort out several aspects of their financial life, and who desire ongoing support throughout the year to keep them accountable and answer questions that might come up.

• You can expect 2-3 initial meetings, then regular check-in’s. You'll also have email/phone access.

Or

Focused Financial Planning Session: $500 one-time fee; 90-minute meeting

• Practical tips on one to two financial planning topics of your choice.

• This is a great option for jumpstarting immediate action on a pressing financial issue, especially if you are not ready to work through a comprehensive plan.