Talk to me.

All meetings are by video, and I work with clients across the United States. All financial planning engagements run through Nectarine. Pick a time that works for you and book instantly.

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What to expect.

1

Pick your engagement

Book The Hour and pick a time on my calendar. Sign up for The Plan or The Ongoing and receive the Welcome Email to get started.

2

We meet by video

Everything happens virtually. We can work together no matter where you live in the U.S.

3

Receive written notes

All engagements are followed by a prioritized action list and session notes. Recommendations are clearly spelled out.