One session. One hour.
Real clarity.
A simple, one-time financial planning session focused on what matters most to you, helping you make sense of your financial picture and move forward with clear, practical next steps.
Money Strategy Session
60 minutes • $225
- A short pre-session questionnaire to help us make the most of our time together
- A relaxed Zoom or phone session focused on your questions and priorities
- Help understanding your financial picture with simple and easy to follow explanations
- A summary email with the session's key takeaways, next actions & resources
What I do not do
- Manage investments on an ongoing basis
- Charge fees based on your assets or AUM billing
- Place trades or monitor accounts
- Sell products or receive commissions
- Have affiliations with financial firms or product providers
- Take control of your money
How I can help
Use your session for the areas where you want the most clarity, whether that is retirement, investing, or day-to-day decisions about balancing money now with planning for the future.
About
I help people understand their money and feel confident managing it. I’ve spent the last decade working with investors at every stage of their financial journey.
I spent four years at Vanguard helping individuals and small business owners understand their money and make thoughtful plans for retirement and other goals. I also worked with financial advisors, helping them create simpler, lower-cost investment strategies for their clients.
After that, I spent four and a half years at Fidelity Investments working with high-net-worth individuals and families. I focused on helping people make confident financial decisions, understand their long-term plans, and organize things like investing, taxes, income and legacy planning. My advisory practice supported ongoing relationships of $600 million in client assets.
Today, I bring that experience into a warm, education-forward, advice-only practice designed to keep things clear, simple, and centered on what matters most to you.
Credentials
- BSBA in Marketing, Western Carolina University
- CFP® certification (CERTIFIED FINANCIAL PLANNER®)
- Completion of CFP Board–approved coursework
- Passing the comprehensive CFP® certification exam
- Meeting the required financial planning experience standards
- Commitment to ongoing continuing education and ethical practice
Here to make planning feel simple
My goal is to give you clarity and confidence so you can move forward feeling calm, organized, and in control of your money.
FAQ
How do I pay?
Payment is collected at the time of booking through the scheduling link. The fee is non-refundable.
Can I reschedule?
You may reschedule up to two times at no additional cost, as long as changes are made at least 48 hours before your session. A third reschedule requires a new fee. Missed sessions without the required notice will result in a forfeited fee.
Do you manage investments?
No. Services are advice only. You keep full control and implement your own decisions at your own service provider.
Do you take custody or place trades?
No. The firm does not take custody, execute trades, or monitor accounts.