1:1 financial planning
Personal finance is personal. I can only be so nuanced in writing on the internet. Your situation and your questions may not be addressed, or they may need more attention. That’s the beauty of 1:1 planning.
Come to ask some questions or have a sounding board for a big financial decision coming up.
Come to get your financial life in order.
Come to create a financial plan.
I meet you where you are and tailor our sessions to what you want to get out of them. That can mean we meet once or on a regular basis; it’s up to you!
FAQ
Why financial planning?
Why use any professional? Your time is valuable, and making mistakes is costly. Financial counseling can help you get on the right track and make the most of your resources (including your time, your money, and your efforts).
What are some things you can help me with?
We can make a plan to achieve financial goals, from paying off debt to paying for a wedding.
We can discuss your taxes and tax-saving opportunities.
We can build an effective budget that works for you and your family.
We can compare options such as rent versus buy, different job offers, etc.
We can look at the different types of insurance you might need.
We can review your investment options and what they mean for you, including those offered by your employer.
We can talk about retirement planning.
What are some things you can’t help me with?
I do not invest or manage your money for you.
I do not sell investments or insurance.
I do not file taxes.
I will not tell you what to invest in.
I cannot help with any legal issues.
What makes this different from other financial advisors?
I practice a client-first collaborative model. This means I will not tell you what to do with your money. Instead, together, we will learn about your choices and their implications so that you can make informed decisions. We will craft a plan to implement your decisions in your life in a way that works for you using evidence-based information and best-in-class tools.
As an AFC® candidate, I am held to a fiduciary standard and have a confidentiality requirement. This means I am obligated to act in YOUR best interest, and everything discussed remains confidential.
How much does it cost?
Unlike many online businesses (including too many in the financial education space), I do not make money through affiliates, ads, or partnerships. I do not benefit in any way if you use the tools and resources I share. The only way I currently make money is through paid subscriptions and 1:1 work with individuals. Full pricing details are on my website.