Services

I offer one-on-one counseling, by Zoom. Together, we can create and implement strategies to address a variety of personal finance matters and build sustainable financial wellness for you and your family.

After an initial free 20-minute consultation, you will commit to 3 hour-long sessions, at a total cost of $650 payable in advance. The cadence of meetings is entirely at your discretion; I have found that 4 to 6 weeks between meetings works well for most people. (All 3 meetings must be concluded within 180 days.) If you decide at any point not to proceed, the remaining payment balance will be refunded to you.

Should you wish to continue further, future meetings will be billed individually (in advance) at $225 per meeting.

I am also available to present to groups, for example in the workplace or for your non-profit organization. My fee for group events is $800 for a single 1-hour presentation. I am happy to discuss terms for engagements of other durations or frequency.