Financial planning, especially when it falls under the service of a CFP® professional, has historically been viewed as something exclusive to the wealthy. I am committed to making financial planning accessible to people of all income levels, therefore my services and fees follow a Two-Tier Sliding Scale based on your income and debt.

I offer two primary services: 1.) A Comprehensive One-Time Financial Plan; and 2.) Comprehensive Ongoing Financial Planning. Both services include the development of a customized financial plan, tailored to your concerns. Typically completed across 4-6 meetings over the course of 3-4 months, I will work alongside you and other experts to identify & prioritize goals and values and implement recommendations to help you achieve your goals in accordance with your values.

All fees for services are disclosed in detail in Item 5 of the ADV Part 2A. For a single page reference, click: Two-Tier Sliding Scale