Unlike traditional financial advice that starts with budgeting, we start with your values and vision. Then we build the financial strategy to support it.

What you'll get:

• Personalized guidance tailored to YOUR situation and goals

• Clear action steps—not vague advice

• A trusted advisor who's navigated 25+ years of business, finance, and life transitions

• Tools and frameworks you can use long after our time together

Student Session — $150 Perfect for: High School and College Students. Walk away with a clear next step. 45 minutes focused on your life design, expenses, income and retirement plan.

Clarity Session — $450 Perfect for: A specific decision, testing the fit, one-time guidance

90 minutes focused on your biggest question right now. Walk away with a clear next step.

3-Month Coaching — $1,800 Perfect for: Life transitions, building a financial plan, career pivots

6 bi-weekly sessions using the full 4 Choices Framework. Includes email support between sessions.

Ongoing Advisory — $1,200/month Perfect for: Entrepreneurs, complex situations, continuous growth

Monthly sessions + ongoing email/text access for when questions come up between calls.

Experience across industries and life stages:

With an MBA (Focused Studies in Finance & Technology), BS in Accounting, and 25+ years advising everyone from entrepreneurs to executives to people just starting out, I've seen what works and what's just noise.

I've helped clients:

• Navigate career changes in their 20s, 40s, and 60s

• Build businesses from scratch

• Parent their kids through financial and educational decisions

• Design retirement transitions

• Make sense of investments, debt, and income optimization

My approach: Practical, personalized, and judgment-free. Your situation is unique—cookie-cutter advice won't cut it!

Experience across industries and life stages:

Q: I'm not in my 20s—is this still for me? A: Absolutely. The 4 Choices Framework works whether you're 16 or 60. I work with clients across all life stages.

Q: What's the difference between the coaching and the Wealth Decoded course? A: The course is guided-paced education with a community component—great for learning the framework. Coaching is personalized 1-on-1 work on YOUR specific situation. Many people do both.

Q: Do I need to be in a specific income bracket? A: No. I work with people at all income levels. The framework adapts to your reality.

Q: I'm a parent—can you help me teach my kids about money? A: Yes. Many parents work with me to learn the framework themselves, then use it with their kids. We can also do family sessions.

Q: What if I'm just feeling stuck and don't know what I need? A: That's exactly what the free consultation is for. We'll figure it out together.

Schedule a free 20-minute consultation. We'll discuss where you are, where you want to go, and whether working together makes sense. No pressure—just an honest conversation.

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