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What We Offer

Our Services

Tailored financial coaching that gives you the knowledge, tools, and structure to make well-informed decisions — with expert help interpreting the numbers.

📊

Financial Analysis

Enhance your financial decision-making with comprehensive analysis. We analyze your finances and convert complex data into actionable insights for improved clarity and accuracy.

  • Full review of income, expenses, assets, and debts
  • Cash-flow breakdown: where your money actually goes each month
  • Fee audit — what you're really paying across accounts and funds
  • A written summary of findings with prioritized next steps
Best fit: start with an Advanced session ($125/hour) so there's time to go deep.
💼

Portfolio Management

Drawing on extensive knowledge and experience, we monitor and rebalance portfolios — developing strategies and practices to tailor your portfolio to your financial goals.

  • Portfolio review: allocation, diversification, risk, and cost
  • Rebalancing strategy you can execute yourself, on your own accounts
  • Goal-aligned investment framework — so decisions stop being guesses
  • Plain-English explanations of what you own and why it matters
Best fit: Advanced session ($125/hour), with Starter check-ins ($50/30 min) for follow-ups.
📱

Ongoing Coaching + Shared Dashboard New

For ongoing clients: a collaborative money dashboard (powered by Monarch for Professionals) showing your cash flow, net worth, and budgets in real time — so every session starts from live numbers, and you always know where you stand between sessions.

  • Your accounts, linked once, tracked continuously in one place
  • Live net-worth, budget, and cash-flow views you and your coach share
  • Sessions spent on decisions, not data gathering
  • Accountability between sessions — progress is visible to both of us
Best fit: clients doing recurring sessions who want continuity between them.
Simple Process

How It Works

1

Select Our Service

Select a tailored service that suits your financial journey and get in touch to book that service.

2

Schedule a Meeting

Pick a date and time to meet. I'll analyze your finances and portfolio to give you the best insights.

3

Get Actionable Advice

Once I analyze your finances, I'll develop strategies, budgets, management, and investments for effective results.

Not sure which service fits?

Book a free consultation and we'll figure it out together — no pressure, no pitch.

Book a Free Consultation