Work With Me
Choose Your Starting Point.
Every client starts with Foundation — because you can't build wealth on sand. From there we move at your pace, based on your goals and your life.
Foundation Phase
For: Individuals and couples ready to get their financial house in order.
This is where real financial transformation begins. We get clear on your full picture, build your strategy, and set the foundation everything else will grow from.
Book a Free ConsultationWhat's Included
- ✓Personalized intake and financial assessment
- ✓3 sessions over 6–8 weeks
- ✓Written action plan delivered after session one
- ✓Cash flow visibility setup with Monarch Money
- ✓Debt inventory and paydown strategy
- ✓Emergency fund and protection review
- ✓Life insurance assessment
- ✓Integrated client portal — secure document vault, action plan access, task tracking, session notes, and secure messaging
This is right for you if:
- ✦You want to finally see your full financial picture clearly
- ✦You're carrying debt and want a real strategy
- ✦You don't know where your money goes every month
- ✦You're ready to do the real work
Building Phase
For: Clients who have completed Foundation and are ready to grow.
Once the foundation is solid, we shift focus to growing your wealth — intentionally, strategically, and on your timeline.
Book a Free ConsultationWhat's Included
- ✓Goal-based financial planning
- ✓Investment education and self-directed portfolio guidance
- ✓Retirement contribution strategy
- ✓Big purchase planning — home, car, education
- ✓Ongoing monthly or quarterly support
- ✓Continued client portal access with updated plan and tasks
Ongoing Support
For: Clients who want a trusted advisor in their corner long term.
Life changes, and so should your plan. Ongoing support keeps you accountable, informed, and always moving forward.
Book a Free ConsultationWhat's Included
- ✓Monthly or quarterly check-ins
- ✓Plan updates as your life changes
- ✓Accountability and continued education
- ✓Priority access and response
- ✓Full client portal access
Workshops & Corporate
For: Organizations, businesses, schools, churches, HBCUs, and community groups.
Live financial literacy workshops and quarterly corporate lunch-and-learns on retainer.
Inquire About WorkshopsTopics Include
- ✓Cash flow management
- ✓Debt strategy
- ✓Investing basics
- ✓Credit health
- ✓Planning for major life milestones
Your future self will thank you.
The best time to start was yesterday. The second best time is right now.
Book Your Free Consultation