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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.

Not yet ready to book?

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