Smart Hourly Fee Financial Planning

Customized hourly fee financial education, planning, and strategies...for your unique transitions, priorities, intentions, and goals.  Whether you're starting out, starting over, re-imaging, or expanding your life or business, there's space for you here to support a healthy, fulfilling, integrated life.

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Personal, confidential, one-on-one conversations

Direct, independent explanations &  options

No minimum income or assets required

Transparent hourly rate financial planning; no products or referrals sold

Serving clients via phone, email, Zoom, and in-person

Custom meeting arrangements for your time zone