WHO IS IT FOR:

Advisory is the right choice for those who have a clear understanding of their finances and have their goals prioritized, but are looking for accountability, encouragement, a fresh set of eyes, or someone to brainstorm ideas with. It can be difficult to stay motivated and stick to a long term plan. We will work together to solidify healthy money habits that will make sure you reach your goals.

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who it is for:

  1. If you have completed Fundamentals. Fundamentals will give you a jumpstart on managing your finances and clarifying your goals. Advisory is a great way to solidify those habits and stay on the path of reaching your goals.

  2. If you are struggling to make progress paying down your student loans, credit card debt, or building your Emergency Fund.

  3. If you are worn down and tired of managing your money.

  4. If you are a “do-it-yourself” investor. It is easy to overlook certain areas when you are the only one looking at your finances. I work with DIY investors to be another set of eyes to review spending, set goal, and increase your savings rate.

  5. If you are planning for a big purchase or life event (i.e. a wedding, buying a home, a car, or growing your family).

 

DETAILS:

  • Monthly

    • What you will receive:

      • Quarterly meetings to ensure you are on pace to meet your goals: we will keep track of your progress so you have a clear understanding of where you started, where you currently are, and when you will reach your goals.

      • Unlimited call, email, and text support: life happens, so when questions or issues come up between meetings, let’s talk about it in the moment, make a plan, and adapt.