Next Steps

What's Next on Your Money Journey?

Let me share with you my core belief.

I believe you deserve to live a deeply fulfilled life, supported by your money. For that to happen, you need clarity — about what you want and what your money needs to do to help you to get there.

If you have questions about money or your money future, you're in the right place.

That's what I'm here to help you with.

where are you right now?

Most people I work with land in one of two places.

Take a look and see which one sounds most like you:

  1. “I know what I want—but do the numbers add up?”
You’ve got a vision. A next step. A strong sense of what you want to do. But when it comes to the financial piece—how to fund it, structure it, or invest for it—you’ve got questions. You’re doing the work, but you want to be sure your plan is working with your money, not against it.

If that’s you,

I can help you connect the dots- so you can move forward with clarity, confidence and a plan that supports your life, not just your numbers.

  1. “Where am I… and where do I want to go?”
You’re not sure what the next chapter looks like—and that’s okay. You might feel stuck, uncertain, or disconnected from your goals. Maybe you’ve been managing the money, but haven’t paused to ask: What am I actually working toward?

If that’s you,

I’ll help you uncover what’s next and explore what a purposeful, aligned life looks like for you. Together we’ll connect your money with your values—and make space for clarity to take root.

If you’re looking for a financial plan that reflects your values and goals, let’s start with a quick call.
No pressure—just a conversation to see if we’re a good fit.

Start the Conversation

I'LL HELP YOU CONNECT YOUR MONEY WITH YOUR LIFE

If you’re ready for that kind of support, the next step is simple:

Use the link below to set up an introductory call. 

I’ll answer your questions and together we’ll get a sense of whether it makes sense for us to work together.

Let's See If We're a Fit

What does working together look like?

🌿 Step 1: Reflect

We begin with you.
What’s working? What’s not? What matters most to you right now?
This is a judgment-free space to pause, check in, and get clear on what you truly want next.

🌱 Step 2: Align

We connect the dots.
Together, we’ll look at how your money supports—or blocks—what you’re working toward. We’ll bring your values, priorities, and financial reality into alignment.

🌾 Step 3: Plan

We build your path forward.
From here, we create a plan that reflects your goals and feels manageable. No jargon, no pressure—just clear next steps and the support to follow through.

Planning for the life you want—whether that means more travel, more time, or more peace of mind—starts with one step.
Let’s chat for 15 minutes and see if working together feels right.

Schedule Your 15-Minute Call

Frequently asked questions

You’ll book a quick 15-minute call. It’s a chance for us to get to know each other and see if working together makes sense. If it feels right, we’ll book a longer meeting to dig into your goals and what’s going on in your financial life. 

No. Just bring yourself and your questions. 

I charge a flat fee for financial planning, tailored to your specific needs.

If I manage your investments, the fee is based on your account size.

Ready to talk it through?

You can book your free 15-minute call whenever it works for you. 

This is a judgement-free zone and all information shared is completely confidential.

Schedule Your 15-Minute Call