What You'll Walk Away With:

• A complete picture of where you stand today across savings, investments, debt, and cash flow

• A clear understanding of how much you need to save and where it should go

• Clarity on how your investments align with your goals and timeline

• A prioritized action plan — so you know exactly what to do first

• Confidence that the pieces of your financial life are working together to build the life you want

And after we finish your plan, I'll be available for a full month to help with any questions that come up as you start putting things into motion. If something isn't clear, or you just want to make sure you're doing it right, reach out. That's what I'm there for.

Why It Matters:

Some people don't need an advisor to manage every aspect of their financial life. They need an advisor to look at the full picture with them — carefully, with fresh eyes — and tell them honestly what's working, what isn't, and what to do next.

That's what Foundation is. Not a recurring relationship, not an ongoing commitment. Just a thorough, honest plan built around your actual life. Delivered by someone who will tell you the truth even when it's complicated.

Foundation clients who want to add investment management — either through Alignment or Momentum — can do that during or after the engagement, once trust has been established. But that's never the expectation. Some people want a plan and the confidence to implement it themselves. That's a completely valid place to land.

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The Details:

Foundation is a 2–3 month engagement, typically involving 3–4 meetings:​

• A conversation about your vision — what you're working toward & what actually matters to you

• Gathering and reviewing your most important financial information

• A deep dive into cash flow and saving

• Plan delivery with clear next steps

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Flat fee: $3,500. Half is due upfront; the second half is due upon delivery of your plan, or at 90 days — whichever comes first.

Investment management is optional for Foundation clients. When clients do add it, values-aligned, sustainable investing is the default approach — with the option to customize based on your preferences. To learn more, visit the Alignment page.

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If this sounds like the right first step, I'd love to talk it through. No pressure, no jargon, no judgment — just an honest conversation to see if we're a good fit.

Turn Inspiration Into Action
You've been figuring it out on your own — but the stakes are higher now, and there's a nagging feeling that you might be missing something important. Foundation is a one-time financial plan that gives you a clear, honest picture of where you stand and a concrete path forward. No more guessing. No more putting it off.