Work with Me
Ongoing financial planning for Gen X families earning $250k+
This is not just about managing your investments or building a one-time plan.
It’s about helping you make better financial decisions over time—with a clear framework and a trusted guide.
“Are we doing this right?”
When you’re busy with work, kids, and everything else, there’s not much time to step back and think about whether you’re getting the big things right.
Questions like:
Are we on the same page financially?
Are we spending too much?
Can we actually afford the things we want?
Ignoring these questions often leads to middle-of-the-night anxiety and second-guessing how much you can comfortably spend.
It doesn’t have to be this way.
Reduce friction by getting on the same page with your partner.
Worry less when the unexpected happens by having a solid cash cushion.
Stop second-guessing 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, you not only regain your time – your life gets easier.
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 your own path forward and hold you accountable along the way. If this is what you’re looking for, you’ve come to the right place.
A flexible financial framework created around your personal values
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 40s to 60s make intentional decisions so they can create the life they want with financial comfort and confidence.
I combine technology with a personal relationship so you get both clear guidance and the accountability to follow through.
This often includes things like:
How to align your household spending with what you value
How much to contribute towards retirement and when it’s ok to ease up
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
This works best for Gen X families earning $250k+ in household income.
Ongoing financial planning starts at $4,800 a 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 forward, you’ll set up an account in the planning software I use with clients.
You’ll enter your financial information so I can get a clear picture of where things stand today.
1-Hour Consultation
In this meeting, we’ll take a closer look at your finances and where you are today, along with where you’d like to go. This isn’t just about reviewing numbers, but helping you start to think more about the decisions behind them.
I’ll ask questions to better understand your situation and identify any areas that may need attention. We’ll also cover any questions you have.
By the end, you’ll have a clear sense of how I work and whether this feels like a good fit.
Long Term Engagement
Here’s what you can expect in our work together:
3 to 4 online meetings to get your flexible financial framework established
Once your framework is established, we identify the necessary action items to put it into place and assign due dates for those actions
On-going guidance and accountability in completing your action items
Quarterly updates on your flexible framework along with any recommended adjustments or changes
On-demand access via meetings, email, or phone when questions come up
This is where most of the value comes from as we work through real decisions as they come up.