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*Fees can be adjusted based on complexity. What would make your situation considered complex? Including your spouse/partner in your plan, business owner, multiple sources of income, etc. If I determine that your situation is complex, we will discuss and agree on any fee adjustments before you sign up.
Schedule a Free Introductory Call Now!
Let’s get to know each other and see how I can help you along your financial journey.
We may be a good fit it:
- You know the stakes are high and you don’t want to risk making the wrong decisions with your finances.
- You are committed to making a difference in your financial life and understand that it will take an investment in money, time and effort.
We may not be a good fit if:
- You don’t have the time or patience to see the long-term benefits of financial planning. Changes are not going to happen overnight.
- You can’t afford financial advice. Working with a financial planner is counterproductive if it takes resources away from critical needs.
Frequently asked questions
Still have questions? Schedule a FREE introductory call now!
My services are tailored to millennial professional, divorced, or widowed women. However, feel free to schedule a consultation with me even if you don’t fall into any of those categories. If I’m not the right fit for you, I would be happy to point you in the right direction.
All of our meetings are held virtually, so it doesn’t matter where you live, as long as you have internet access! I work with clients all across the US. I do not work with international clients at this time.
As a fee-only financial planner, the only compensation I receive is from the fees you see in my Services section. I don’t receive commissions, sales charges, or any other incentives for recommending products or solutions.
I am a fiduciary, which means I am legally required to act in your bests interests, even if it conflicts with my own interests. For example, I can’t recommend that you buy a certain product just because I will earn more money. Since I am a fee-only advisor, I charge a fee for financial planning and advice, but not for selling specific products.
I am not an attorney and do not give legal advice or draft any legal documents. I can give you general education on the different types of estate planning documents and what they are used for. I would be glad to refer you to an attorney in my network.
You can shoot me an email at firstname.lastname@example.org. I’d love to help!