Work with Me
“Are we doing this right?”
When you’re busy shuttling the kids back and forth between activities, wondering where you’re going to pick up dinner from tonight, it doesn’t leave much time to ponder whether or not you’re getting the big things in life right.
Questions like...
Are we on the same page financially?
Is our cash cushion enough?
Are we spending too much?
Should we be saving more?
Can we actually afford the things we want?
Ignoring these questions leads to middle-of-the-night anxiety, spending indecision, and bickering with your partner.
It doesn’t have to be this way.
Eliminate petty squabbles by getting on the same page with your partner.
Worry less when the unexpected happens by having a solid cash cushion.
Stop fretting over every spending decision by knowing why you spend each dollar.
Get motivated to save money by knowing why you’re saving it.
Sleep better at night by living the life you want with comfort and confidence.
When you have a flexible framework in place that allows you to make the right financial decisions for your life, you not only regain your time – your life also gets a lot better.
But it takes more than just a spreadsheet to create the flexible framework you want.
And perhaps the ultimate question…
“How do we live the life we want – without financial regret?”
You need a guide
Someone who can help you create and craft your own path forward. Someone who will hold you accountable on an on-going basis to doing the work necessary to create the life you seek.
If this is what you’re looking for, you’ve come to the right place.
A guide, a plan, and accountability
Life is a series of unexpected changes and a one-off financial plan won’t help you deal with those changes – but a flexible framework built to adjust as your life changes will.
As a CERTIFIED FINANCIAL PLANNER™ professional, I help Gen X families in their late 30s to mid 50s minimize regret by intentionally creating the life they want with financial comfort and confidence.
I pair technology with a personal relationship so you receive the individualized attention & advice along with the accountability you need to get where you want to be.
Here are the types of issues we can work on together:
How to align your household spending with what you value
How much to contribute towards retirement and what accounts make the most sense
Whether to boost cash savings or increase contributions for kids’ college
How to help out your parents when the time comes
Help making decisions about buying a new home or making renovations
How to manage the financial implications of a job change
Reviewing your employer benefits & discussing healthcare options
Self-employment questions about retirement plans or disability insurance
What to do with an inheritance
How to make charitable contributions that work for your finances
My service works best for Gen X families making at least $250k a year in household income.
On-going financial planning starts at $4,800 per year.
Here’s how it works:
30-Minute Intro Call
We’ll get to know each other a bit, make sure we’re on the same page, and I'll answer any questions you might have.
If we decide to move to the next step, I'll have you set up an account in the financial planning software I use with my clients and you'll enter your financial information so I can get a sense of where you stand right now.
1-Hour Consultation
In this online meeting, we'll review your finances and dive deeper on where you're at now and where you'd like to be. I’ll ask questions to help us discover any issues that might be impacting your current financial situation and we’ll address any questions you have. By the end of this conversation, you’ll have a good sense of me, my approach, and whether or not we’re a good fit.
Long Term Engagement
Here’s what you can expect in our work together:
4 to 5 online meetings to get your initial flexible framework established
Once your initial framework is established, we create the necessary action items with assigned due dates to put your plan in place
On-going guidance and accountability in completing your action items
Quarterly progress updates on your flexible framework along with any recommended adjustments or changes
On-demand online meeting, email, and phone support to answer any questions and/or update your framework as your life changes