What You'll Walk Away With:

• A clear action plan focused on your biggest financial priorities.

• A sustainable cash flow system—even with irregular income.

• Confidence about how much to save and where to put it.

• Make sure your investments align with your goals and timeline.

• A sharper eye for tax-saving opportunities and hidden risks.

• One month of support as you begin to put your plan into action

Why Foundation Matters:

This engagement is perfect if you’re ready for more than a quick check-in. Foundation gives you a roadmap, not just answers—so you can make confident decisions about your money now and in the years ahead. For many clients, it’s the first step towards long-term financial independence.

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The Details:

• 2–3 month engagement

• Typically 3-4 meetings covering: your vision for the life you want; gathering & reviewing all of your most important financial information; cash flow & saving; and plan delivery with next steps

• Flat fee: $3,500, with half due upfront and the second half due upon the delivery of your plan (or at 90 days, whichever comes first).

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Ready to take the first step?

One plan. Clear direction. Get started today.

If you’re comfortable managing your money but want to make sure you’re seeing the whole picture, Foundation gives you a deeper level of clarity. You’ll walk away with an action plan that shows you exactly how to save & invest and what to prioritize so that your money supports the life you want.