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Traditional life planning isn't for everyone.
Let's plan a life that fits you.
Services
Project-based Planning
Whether you're planning your next degree, scheduling a trip to Japan, or adopting a pet for your RV, project-based planning is right for large projects that may require a professional eye.
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4 meetings (scheduled monthly/as needed)
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Financial triage and treatment plan for specific project only​
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Implementation of the plan
Jump Start
For those looking for professional assistance getting started but prefer to self-manage, this offering looks over your current situation and helps build an action-oriented plan that is just waiting to be executed.
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4 meetings (scheduled monthly)
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Financial triage and treatment plan ​​
Ongoing Support
With this plan, we will work together to build a clear picture of where you are now and where you would like to go. We will discuss both short- and long-term goals, as well as any specific concerns or questions you may have.
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12 meetings (scheduled monthly)
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Financial triage and treatment plan
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Ongoing support and implementation of the plan throughout the year
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Changes made and implemented as necessary (additional hours billed for major changes)
How It Works
Schedule a meeting
Schedule a 30-minute intro call to discuss how we might be a fit. You'll receive a confirmation email, along with any information that you'll need to prepare for the meeting.
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Discuss your situation
In our call, we'll figure out where you are and where you want to go. We will discuss which service package works for you and your unique situation, and I'll make a service package recommendation.
Receive a proposal
You will be sent a proposal based on your situation and our service offerings. You will have a chance to review it on your own before making your decision.
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Accept terms of proposal
When you are ready to move forward, we will walk you through next steps - signing paperwork, payment options, and setting up our meetings.
