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

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How to Get Started:

The Freedom Kickstart

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

Here’s how it works:

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!)
Next, we’ll 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.
Finally, we’ll meet virtually for a high impact 90-minute strategy session to review your full financial picture, explore your aspirations and concerns, and map out your next steps!

You’ll leave with:

A clear understanding of your financial situation
Actionable steps you can take right away to address your most pressing concern or goal.

Priced at $385. 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).

SCHEDULE YOUR FREEDOM KICKSTART!

Additional Support:

The 12-Week Freedom Blueprint

Life transitions can be overwhelming. The Freedom Blueprint is perfect for busy professionals looking for support to successfully navigate change.

Are you:

🔹 Considering a career shift or starting a business? 🔹 Adjusting to a change in family structure or home life? 🔹 Preparing for an exciting (or challenging) new chapter? 🔹 Ready for a fresh start but unsure where to begin?

We’ll provide personalized 1-on-1 support to help you:

🔹 Determine exactly how much money you need and a realistic timeline to move forward 🔹 Build a cash flow plan to keep you financially stable throughout your transition 🔹 Develop a strategy for handling any income fluctuations without added stress
🔹 Prepare for benefits or tax changes so there are no surprises
🔹 Anticipate potential challenges and create a plan to navigate them
🔹 Implement smart strategies to help you reach your goals faster

In just 12 weeks, you’ll be well on your way—confidently implementing your plan with a clear roadmap to guide you.

Comprehensive Financial Planning

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

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

When we work together, we are on 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.