Services & Pricing

If you find dealing with money overwhelming, you’ve come to the right place. People in their 20s to 40s today have so many more decisions to make than their parents. I help alleviate money anxiety with education, discovery, and planning. I work hard to create an environment of inclusivity where everyone is welcome. I especially love working with tech workers who receive equity compensation (RSUs, stock options, ESPP) as a part of their income package, and women & non-binary workers in the online sex industry.

Money is a tool for creating the life you want to live, and my purpose is to help you understand how your money can work for you. I am driven to provide financial advice that is free of judgement and shame and is instead focused on empowerment, social consciousness, and personal well-being.

Remote Ongoing Financial Planning Services

What you get:

  • After signing on, we’ll have two meetings in the first month: First, an organizational meeting to go over your financial goals and resources so we both get the whole picture. Second, a cash flow meeting where we review what money is coming in, where it’s going out, and some initial budgeting strategies.
  • From there we’ll meet quarterly. Our meetings will cover variety of topics, including your investments, employee benefits, tax planning, insurance coverage, progress on your goals, and most importantly your life updates.
  • If you have questions between meetings, I’m here for you. You can email me questions, or if something comes up we can have an impromptu meeting.
  • Fees – $2,400 to $4,800 per year based on complexity (billed monthly)
    • For clients enrolled in this package, I offer the following optional services for an additional fee:
      • Investment management services at a rate of .25% of the investment account value annually (billed quarterly). There are no account minimums.
      • Tax preparation services, fee dependent on complexity.

For more information on my services, start here