Work With Me

You’re scaling your business. Now let’s scale your wealth.

You deserve financial clarity and a plan that keeps up. I help you see the full picture, make empowered decisions, and build long-term wealth with confidence.

Introducing The Aligned Wealth Framework™

 A 7-step process giving clarity, confidence, and a plan that fits your life and business.

Step One:

Discovery Call

A warm, no-pressure introduction

Step Two:

Onboarding + The Financial Deep Dive

Full financial snapshot

Step Three:

Clarity + Goal-Setting Session

Define personal and business goals

Step Four:

Wealth Plan Development

Behind-the-scenes creation of your personalized plan

Step Five:

Strategy Session

Walk through your full Wealth Plan

Step Six:

Implementation Support

Guided steps to put your plan into action

Step Seven:

Ongoing Partnership

Biannual check-ins and ongoing support to keep your plan aligned

Get Your Money Clarity Call

BOOK A CALL WITH ME

Financial Guidance, Without the Guesswork

No fine print. No confusing jargon. Just a clear, collaborative approach to managing your money. Here is a breakdown of what to expect when we work together, the investment involved, and the level of commitment needed to build a financial strategy that actually supports your life.

    • Ongoing partnership: not a one-time meeting, but continuous support

    • Guidance across your full financial picture: cash flow, investments, retirement planning, tax strategies, and more

    • Regular check-ins and updates so your plan grows with your business and family

    • Judgment-free conversations about money

    • Financial planning is most effective when we work together consistently.

    • I ask for a 12-month commitment to give us the time to build your plan, implement strategies, and see real results.

    • Many clients choose to continue beyond the first year, gaining ongoing clarity, updates for life and business changes, and a clear strategy to support their long-term goals.

  • Ongoing annual planning fee of $3,600/year (or $300/month) 

    AUM fee for investment management with no investment minimums

    Transparent pricing with no surprises

Next Steps

The discovery call is a simple fit check, a chance for us to ask questions, share goals, and see if working together feels right. No pressure, no obligation.

Ready to chat? Book your discovery call here:

LET'S TALK ABOUT YOUR WEALTH GOALS