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Book a free intro call and take the first step toward clarity and confidence.

During our free introductory call, we'll discuss your unique starting point, explore your needs and goals, and identify which of our planning services—hourly, divorce, or ongoing —is the best fit for you. For those considering hourly planning, we will provide an estimate of the hours required to create a personalized plan, ensuring you have the information needed to make an informed decision about working together.

Working with clients nationwide — in-person in Portsmouth, NH and virtually across the country.