Book a Session

Let's talk about
your financial life.

Choose the session type that fits where you are. All sessions are conducted one-on-one, at your pace.

Session Types

Find the right starting point.

Not sure which session is right for you? Start with the Discovery Call - it's free and commitment-free.

Free

Intro / Discovery Call

20 minutes - No cost

A relaxed, no-pressure conversation to understand your situation, goals, and whether our guidance is the right fit. This is where we decide together how to move forward.

  • ✓Overview of your financial situation
  • ✓Understand your goals and pain points
  • ✓Recommend the best path forward
  • ✓Zero pressure, zero obligation
Book a Free Call →
40 min

1:1 Financial Clarity Session

45 minutes

A focused, single-session deep dive into a specific area of your financial life. Ideal for people with a clear question or decision to work through.

  • ✓Targeted to your specific focus area
  • ✓Structured review and feedback
  • ✓Clear next steps and recommendations
  • ✓Session summary via email
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75 min

Deeper Planning Session

75 minutes

A comprehensive session for clients who want to work through multiple topics or build a more complete financial picture. We go beyond the surface.

  • ✓Multi-topic exploration
  • ✓Holistic financial review
  • ✓Goal alignment and prioritization
  • ✓Written summary and action plan
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60-90 min/session

Signature Wealth Strategies Package

6 sessions - Comprehensive package

This six-session package is designed for clients who want more than a single conversation. We take a deeper, more structured approach to your financial life; helping you understand where you stand, clarify priorities, build better systems and make thoughtful decisions with confidence.

  • ✓Structured multi-session journey
  • ✓Holistic review of your financial life
  • ✓Guidance across priorities, planning, and investing
  • ✓Clear action steps between sessions
  • ✓Designed for meaningful, lasting progress
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Scheduling

Book your time directly.

Choose a date and time that works for your schedule.

Booking Calendar

Coming Soon

Questions

Scheduling FAQ.

After booking, you'll receive a confirmation email with a video call link (Zoom or Google Meet). You don't need to download anything—just click the link at your session time.
For the discovery call, no preparation is needed—just show up. For paid sessions, it helps to have a rough sense of your financial picture: income range, any accounts or debts you want to discuss, and the top 2–3 questions on your mind. You don't need to share specific numbers unless you want to.
Yes. Rescheduling is welcome with at least 24 hours notice. Cancellations made less than 24 hours before the session may be subject to a cancellation fee. See the full policy on the payment page or reach out directly if you have a scheduling conflict.
Yes. Everything discussed in your sessions is private and treated with complete discretion. We do not share, sell, or disclose your personal or financial information to third parties.
Yes. All sessions are virtual, and we work with clients across the United States. Time zone flexibility is available—just note your time zone when booking.
Payment is collected at the time of booking through the secure checkout on the Pay page. The discovery call is always free—no payment required to get started.

Still have questions? Reach out directly.

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