Do you want a comprehensive and customized financial plan without the pressure of product pitches and sales tactics? Then our fee for service financial planning offering is for you.

Are you a student or recent graduate who is just starting out and trying to navigate repayment of student loans and other financial decisions that come along with starting your new journey? We have a discounted student rate for you!

Are you going through a separation or divorce and feel overwhelmed by all of the information coming at you and decisions you are trying to navigate as you try to move forward towards your financial independence? We have curated a service that helps you with your unique needs.

Are you looking for someone who prioritizes your best interest to make investment recommendations and manage your portfolio to help you grow your wealth for retirement or other goals?

Are you a business owner, whether incorporated or a sole proprietor, who is feeling a bit lost and overwhelmed by the complexities of managing both business and personal finances to reach your goals? Business owners face unique challenges and opportunities in every area of financial wellness.

Would you like a thorough review of your life, disability, and critical illness insurance to ensure you, your family, and your business is protected properly? Are you self employed and want to explore options to cover health and dental costs for you, your employees, and your family?

Are you and employer who wants to attract and keep quality talent in your business? Financial stress is a major factor in employees missing work and their productivity suffering. Offering a financial plan to your employees can have a very positive impact on your employees lives, your company culture, and the overall financial wellness of your business. We have customized discounted packages for you!

Looking for financial education and literacy workshops? Ideal for community groups, forum groups, businesses and their employees, educational organizations, women empowerment organizations, associations, and retreats.

Are you looking for a financial professional to deliver an educational, impactful, inspiring, and empowering presentation at your event or for your organization? This offering is highly customized to your community and needs.

Designed for two types of people. Either those who are looking for a monthly 1 hour coaching session that is highly customized to your needs. Or, existing fee for service financial planning clients who want ongoing service after their financial plan is delivered.

This service is ideal if you are not ready for a full financial plan yet, but you want to design a budget, a savings plan, and a debt repayment plan to get you on track to achieve your goals.