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Start Your Financial Journey — Your Way
Whether you want focused, one-time advice or a full planning partnership, we offer flexible options tailored to your needs.
Working with clients nationwide — in-person in Portsmouth, NH and virtually across the country.
Book a 1-Hour Planning Session
Perfect if you have a specific question or want actionable guidance now.
Deep dive on a focused topic
$250 flat fee, invoiced after the session
Ideal for individuals or couples seeking clarity on a specific financial question or decision such as budgeting, saving, retirement, or major life changes like marriage or divorce.
Book a Complimentary Intro Call
Need more than an hour? Let’s chat.
15-minute complimentary call
Discuss your goals, explore options
Find the right fit for ongoing or hourly planning
We provide an estimate for both hourly projects and ongoing support—helping you make an informed decision.