Financial clarity,
on your terms.
Whether you need targeted guidance on a specific question or comprehensive planning support, I provide straightforward advice-only financial planning designed around your needs and goals.
Planning Services
Choose the level of support that fits your current needs. All services are advice-only. I don't manage investments, place trades, or take custody of your accounts.
- Single 60-minute planning meeting via Zoom or phone
- Pre-session questionnaire to focus our time
- Targeted guidance on 1-2 specific financial topics
- Written summary with key takeaways and next steps
- No comprehensive analysis or document review
- In-depth intake process and document review
- Analysis across multiple planning areas (retirement, investing, cash flow, risk management)
- Typically includes an intake session, discovery and goal setting session, plan presentation and implementation guidance
- Written financial plan with prioritized recommendations
- Multiple planning meetings over a defined period
- Implementation guidance and coordination (no execution or monitoring)
Which service is right for me?
Choose a Strategy Session if:
You have 1–2 specific questions (for example, how to better organize your finances, where to start with investing, or how to think through a decision) and want focused, practical guidance without committing to a full financial plan.
Choose a Full Financial Plan if:
You want a comprehensive view of your entire financial picture, including retirement, investing, cash flow, and risk considerations, with a written roadmap and clear next steps tailored to your goals.
How I can help
Whether you choose a Strategy Session, or a Full Financial Plan, I can provide guidance across all of these areas based on what matters most to you.
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
Which service should I choose?
Choose the Strategy Session if you have 1-2 specific questions. Choose the Full Financial Plan if you want a comprehensive written roadmap.
How do I pay for the Strategy Session?
Payment is collected at the time of booking through the scheduling link. The fee is non-refundable after the session.
Can I reschedule my Strategy Session?
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.
Can I upgrade from a Strategy Session to a Full Plan?
Yes. If you decide you'd like more comprehensive planning after a Strategy Session, we can discuss moving forward with a Full Financial Plan. The $225 Strategy Session fee is separate and does not apply toward the Full Plan fee.
What's included in the Full Financial Plan?
The Full Financial Plan includes an in-depth intake process, review of relevant documents, analysis across multiple planning areas (retirement, investing, cash flow, risk management), a written financial plan with prioritized recommendations, and multiple planning meetings over a defined engagement period.
How does payment work for the Full Financial Plan?
The Full Financial Plan fee ($2,500) is paid in advance before services begin. If you terminate the service early, any unearned fees will be refunded.
Do you manage investments?
No. All services are advice-only. You keep full control and implement your own decisions with your chosen service provider.
Do you take custody of accounts or place trades?
No. The firm does not take custody, execute trades, or monitor accounts on an ongoing basis.
What don't you do?
I do not manage investments on an ongoing basis, charge asset-based fees (AUM billing), place trades or monitor accounts continuously, sell products or receive commissions, have affiliations with financial firms or product providers, or take control of your money. You maintain full control and are responsible for making any changes with your chosen provider.