Let’s Get Started
I’ve tried to arrange my practice in a way that allows us to work together in a way that feels right to you. Sometimes that involves a full financial analysis, other times it may mean just holding some space as we explore and talk through options. My fee for planning and coaching may be hourly or based on a package.
While I can provide investment advice for a fee to almost anyone, including advice on which online brokerage platform makes sense and specific investment selection/allocation, I only provide personal investment management services in select situations where it fits the need. For those services I charge an annual asset management fee.
Let’s start with a free discovery call to chat about what’s going on in your life and what sort of help you’re looking for. It’s a great way to see how we might work together.
Schedule your free discovery call today!