Your goals, your plan, your pace.

Three one-hour sessions to get your money organized, your goals clear, and your plan in motion.

 The Snapshot - "See where you stand"
Get a clear picture of your finances by reviewing income, expenses, debts, savings, and goals.

The Strategy - "Design your roadmap"

Build a simple, tailored plan covering budgeting, savings, investments, insurance (home, auto and life), and benefits (employer sponsored retirement).

The System - "Put your plan into motion"

Create systems for organization, automation, and ongoing accountability to keep you on track.

Bonus Materials & Support

• Action plan PDF
• Organization checklist
• Budget templates
• 12 months of access to RightCapital App for budgeting and tracking

We work together to build a comprehensive financial plan tailored to your unique goals and future 

Discovery Snapshot - "See where you stand"
Dive deep into your income, expenses, assets, debts, and goals to establish a detailed starting point.

The Plan - "Design your future"

Develop detailed plans for retirement, investments, tax efficiency, insurance, and cash flow management.

Implementation - "Bring your plan to life"

Create systems for organization, automation, and ongoing accountability to keep you on track.

Review- "Ensure your plan evolves with you"

Regular check-ins  over the course of 12 months to adjust for life changes and keep your financial goals on track.

Bonus Materials & Support

• Personalized, comprehensive Financial Plan PDF 
• Detailed projections and charts 
• Budget and savings tracking templates 
• Unlimited access to RightCapital App for ongoing planning and monitoring

A thoughtful, step-by-step approach to bring clarity and peace of mind to your estate planning.

The Organization – "Get everything in order"
Gather and structure key documents, accounts, and records to create a clear and accessible financial foundation.

The Planning – "Build clarity for the future
Coordinate wills, trusts, beneficiary designations, and tax considerations with your attorney and advisors to ensure your wishes are honored.

The Transition – "Make things easier for loved ones"
Outline clear instructions and systems so your family knows exactly what to do when the time comes.

The Support – "Ongoing guidance"
Check-ins and resources to help your plan evolve as life changes, ensuring your legacy is secure.

Bonus Materials & Support

• Estate planning binder (digital or print)
• Personalized estate checklist 
• Family communication guide 
• 12 months of access to resources and support

 Compassionate financial guidance to help you through one of life’s hardest transitions.

The First Steps – "Clarity during a difficult time"
Organize and prioritize immediate financial responsibilities such as bills, benefits, and account notifications.

The Transition – "Guidance you can lean on"
Navigate probate, estate settlement, and communication with attorneys, banks, and institutions.

The Organization – "Putting everything in order"
Help consolidate accounts, close or transfer assets, and ensure next steps are completed smoothly.

The Support – "Here when you need us"
Gentle, ongoing check-ins to answer questions and provide steady guidance when life feels overwhelming.

Bonus Materials & Support

• Personalized estate settlement checklist
• Document and account tracking templates
• Pre-drafted communication letters for institutions
• 6 months of ongoing support for questions and follow-ups