FINANCIAL SERVICE OFFERINGS
One-Time Financial Consultation
A One-Time Financial Consultation is a personalized, judgment-free session designed to help you take control of your finances and make confident, informed decisions.
Whether you're navigating a career change, managing family responsibilities, planning for retirement, or simply ready to get more intentional with your money, this session is tailored to meet you where you are.
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Cost: starting at $555
Focused Financial Planning
(3-6 Month Engagement)
Supportive. Strategic. Empowering.​
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This service is designed for people who want more than a one-time consultation—but aren’t looking for a full-scale, ongoing advisory relationship just yet.
Whether you’re in a life transition, juggling career and family, or simply ready to get more intentional with your money, this planning engagement offers professional guidance, accountability, and clarity—on your terms.
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Cost: starting at $999
Full Financial Advisory Client
Ongoing Partnership. Personalized Guidance. Peace of Mind.
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As a Full Advisory Client, you’ll experience more than just financial planning—you’ll gain a trusted partner who’s here to support you every step of the way.
Whether you're building wealth, navigating life transitions, preparing for retirement, or balancing the financial demands of family, career, and future goals, this service is designed to help you make confident, values-aligned financial decisions.
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Cost: flat percentage for assets under management