Work-Optional Strategy Session

Need help figuring out what to do next with your money? Bring me one specific money problem, and we’ll spend 45 minutes working through it using your actual numbers, goals + situation.

One session = one main focus. We may touch on related areas when needed, but you’ll leave with clear, actionable next steps for your biggest priority.

Financial coaching and education only. Tax, legal, estate planning + individualized investment advice are outside the scope of this session.