Let’s Talk!

• One-on-One Financial Consulting

We offer personalized 60-minute virtual video sessions, tailored to your individual needs.

• Group Sessions

Group sessions, ideal for a focus group or company, on specific financial topics are also available. Topics may include budgeting and planning for new college graduates, financial wellness for those new to working life, financial guidance for people with modest incomes, and more. Please inquire for additional details.

• Meeting Options

Virtual Video: For both one-on-one or group sessions. Meet from the comfort of your home, place of work (or vacation, when you need a break from your family!)

In-person: Only for group sessions, and depending on location.