Offerings

  • Comprehensive

    • HOLISTIC FINANCIAL WELLNESS 360°

      If you are looking to build and implement a comprehensive money plan/system that is tailored for your situation, goals and values.

      Also, if you are looking to gain the tools, habits and baseline financial education to make certain it all sticks.

      Lastly, if you are looking for support, guidance and accountability on an ongoing basis to ensure you stay on track.

  • Targeted Deep Dives

    • “FINANCIAL ADULTING”
      If you are looking to gain financial literacy and get current financial situation vetted.

    • JOB QUITTING PREPARATION AND ASSESSMENT

      If you are thinking about quitting your job and looking to ensure that you are doing so in a financially responsible / optimal manner.

    • TRANSITION TO FREELANCE / ENTREPRENEURSHIP

      If you are coming from corporate and have no idea where to start

  • Custom Programs

    Don’t see exactly what you are looking for?

    Pending your needs and goals, a customized program may be better suited.

    Reach out and let’s discuss :)