Do you feel stressed out, don’t know where to start, know you should be doing something but you don’t have the energy to do it?
You graduated, make good money but still something is missing? Learn how to ask for more, automate your financial life, and feel educated about your money.
Afraid to look at your student loans, debt, or retirement accounts? We get you! We break it down in a simple, straightforward way and put you on a path where you’re in control. We make it not scary.
We are in your corner. Not happy about something? We will start with what’s bothering you the most. What’s most important to you? It’s not all dollars and cents. It’s about your life, your dreams, and most importantly- what makes you happy & gives you peace.
Get the answers you need with a Quick Start Plan
here's what's included:
• Cash flow, savings, debt, budgeting, net-worth
• Student loan debt
• Employee equity
• Insurance/risk management
• Investment consultation & asset allocation recommendation
• Retirement planning
• Estate planning (ensure your basic documents are in place)
• Tax planning
• General financial education
• And anything else top of mind
This is best for people wanting a full comprehensive financial life plan. You receive clear recommendations, action steps, and ongoing help putting the plan in place.
Ready to MAKe A LIFE CHANGE? THIS IS A LIFE PLAN MEANT TO COVER ALL YOUR BASES
• Cash flow, savings, debt, budgeting, net-worth
• Student loan debt
• Equity compensation
• Insurance/risk management
• Investment consultation & asset allocation recommendation
• Retirement planning
• Estate planning (ensure your basic documents are in place)
• Tax planning
• General financial education
• And whatever else is top of mind
Need help planning to buy a home? Review your debt & savings? Recommendations on how to invest for your unique situation? Hourly project planning allows you to choose the area to work on without engaging in a full financial plan.
Looking for one time help with something?This is for you! TACKLE some of your biggest concerns
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+ Access to our Private Facebook Community.
+ Access to the "Business Blueprint" course.
+ Weekly Group Coaching Lives in our Facebook Community.
+ Quarterly 1:1 call with me for 60 minutes.
+ Access to resources that will help your business grow without the stress and hustle.
+ A community of like-minded women who are there to support, encourage and brainstorm alongside you!
Monthly membership // $97 a month
perfect for women who are...
here's what's included:
establish a holistic financial plan to meet your goals
Quick Start Plan
+One time $500 flat fee
Comprehensive Financial Plan
+ Flat fee of $2000 (paid in 2 or 4 installments)
Based on scope, complexity & needs
Hourly Planning
+ $200/hour
Use for financial questions, projects, one-off scenarios, or monthly implementation help.
You will never wonder how much you are paying
Pricing: