Start here. You’re in the right place.

Inviting someone into your money world can feel overwhelming. We meet you where you are, helping you gain clarity on your finances and fully understand your options. Our straightforward process allows you to experience the value of working with us right from the start—
100% Confidential, 0% Judgment

How to Get Started:

The Freedom Kickstart

Each of our clients begins with the Freedom Kickstart, which gives you clarity on your finances and near-term steps to navigate your next chapter.

  1. After scheduling your Kickstart, you'll receive a data-gathering questionnaire via email. (Don’t worry if you don’t have everything in order- we’re here to help!)

  2. Next, we review the info you provide and may follow up with some clarifying questions. This helps us to understand your situation and identify focus areas and opportunities.

  3. Finally, we meet together for a hands-on session to fully explore your aspirations and concerns, review your finances, and map out your near-term steps. We cover a lot in this meeting, so we work to ensure it is engaging and not overwhelming!

You leave the Freedom Kickstart with greater clarity on your finances and actionable steps to clear your path to your next chapter!

Please note that the Freedom Kickstart does not include specific investment advice, which is provided as part of our comprehensive planning services through Core Planning (see below).

Next Steps

For those who want additional support following your Freedom Kickstart, we offer two primary ways to continue working together:

Project-based services: Life transitions can be overwhelming, and we specialize in helping busy professionals tackle transitions with clarity and confidence. Whether you’re:

  • Combining households or adjusting to a change in family structure,

  • Considering a career shift or launching a business,

  • Preparing for a major life event, or

  • Getting back on track after a big change, 

our project-based services deliver targeted strategies, equipping you with the tools, clarity and support to successfully navigate change. 

Ongoing comprehensive financial planning: If you’re ready for a comprehensive partnership to manage and align your finances with your life goals, we offer ongoing financial planning and support through Core Planning, including:

Life Design Support/ Financial Independence (FI) Planning / Risk Evaluation & Planning / Education & Large Expense Planning / Estate Plan Review / Tax Planning / Investment Advice/ Implementation Support

When we work together, we become part of your team, helping you navigate life’s transitions as they happen and interfacing with other professionals as needed. [Please Note: We are fee-only. We don’t sell any products and don’t accept payment from any third-party sources. Our guidance is always unbiased and solely focused on your best interests.]

Let’s explore how we can help.

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