• Do you have a specific financial goal in mind? Perhaps you're buying a home, starting a business, or navigating a major life transition.

• Are you comfortable taking a DIY approach to your finances, but need expert guidance to review your current plan or to get started?

• Do you want a clear, actionable plan with defined deliverables?

• Is cost a major factor in your decision? Short-term planning often offers a more affordable alternative to ongoing financial advice.

• Are you looking for a one-time engagement with the option for future check-ins as needed?

 

If you answered "yes" to some of these questions, Short-term financial planning might be the perfect solution for you!

 

We will meet 4 times over the course of 6 months. You continue on your own until you’re ready for another check-in.