A 90-minute intake, assessment, and strategic planning session. Leave with clarity, options, and next steps.

Start here if you're an individual seeking to get questions answered and work on your money!

In coaching, you'll get sharp insights and clear customized action steps! Make sustainable plans for a budget, a large savings goal, or a job transition. Level up your money outlook and work out financial feelings from your history.

In coaching, you'll get sharp insights and clear customized action steps!
Make sustainable plans for a budget, a large savings goal, or a job transition. Level up your money outlook and work out financial feelings from your history.
We will:
- Build strategies customized to your current situation,
- Get you excited about getting things done -- in an achievable timeline,
- Support you as we co-create your spending,/savings/debt plan
- Outline clear, manageable steps for you in a customized doc

In coaching, you'll get sharp insights and clear customized action steps!
Make sustainable plans for a budget, a large savings goal, or a job transition. Level up your money outlook and work out financial feelings from your history.
We will:
- Build strategies customized to your current situation,
- Get you excited about getting things done -- in an achievable timeline,
- Support you as we co-create your spending,/savings/debt plan
- Outline clear, manageable steps for you in a customized doc

For consultants, freelancers, side-hustlers, solopreneurs, and small business owners to deep dive into their financial systems and cash flow.

In this session we examine what is and isn't working for you and explore solutions for tracking, spending, and forcasting business revenue.

Goal: the money part of your business gets easier for you so you can stay focused on your real work!

A three-step action plan for progressive inheritors that starts as soon as you book your customized two-hour planning session.

Designed for those who have inherited wealth (six-figures and up) who wish to strategize allocation of resources and capital and financially plan in an intersectional, welcoming, and progressive environment.

Do you want to make sustainable plans for a shared budget, large savings goal, or interdependent financial plan?
In this session you will:
- Benefit from deep conversation and strategizing together
- Co-create clear, actionable steps and timelines
- Grow trust, shared understanding, and accountability
To work through having and making plans with partners, I recommend booking at least one week in advance to give time for prep work.

A 2-hour meeting + 45-min planning session ideal for groups.

Collective house building permanence? A group of friends who want an investing club? Non-traditional family seeking to lay foundations? Get your people together and call me -- let’s build it together.

You’ll get:
- A 45-minute intake & planning call to share context and co-design the content
- A fully-customized, interactive, 2 hour co-creation workshop virtually or at your home
- Custom resources shared with you before and after