Understand Your Style

Personal communication is essential to a lasting relationship. Yet we are all different. That’s why the first step in working together is for me to understand your communication preferences so I can most effectively communicate with you. This only takes two minutes to fill out.

Financial Discovery

We then dive into how you think and feel about money. We will discuss past experiences with money and decisions, and how that has shaped your perspective today. We also dive deep into your values and aspirations - as those will be fundamental to the plan created for you.

Plan Development

Now we are ready to develop your plan. The plan, while integral to your success, is insufficient without accountability and discipline. I work hard with clients to help them overcome knee-jerk reactions and emotional responses that may feel right in the moment, but costly down the road.