Our Services

Sign up for the "Perspective on Money Class ($100 per person) begin offered this Fall to start conversations about having money. 

This 90-minute class (a one-hour presentation and 30-minute Q&A) covers income and assets as wealth accelerants and how excessive spending (debts and other liabilities) reduce your wealth. Learn why every career professional needs a multi-month financial plan to manage and master personal finances. 

Start creating your financial plan when you sign up for private consultation sessions. You may book each session separately or book the 4-Session Financial Consultation Package option for a $100 savings of the total amount. Meeting logistical information and homework assignments will be shared separately in advance of your session. 

Deposits for private consultations are non-refundable.