A complimentary 15–30 minute conversation designed to explore your current needs and goals.This session helps us determine whether our FCaaS platform is the right fit to support your financial and life aspirations.

A deeper dive into your financial life and future vision. In this 30–60 minute session, we’ll explore your goals, current financial picture, and the scope of support you need. This foundational conversation allows us to recommend the FCaaS service model that best aligns with your needs.

Following the Discovery Session, we’ll prepare a customized proposal outlining our approach and recommendations. We may schedule a 15–30 minute follow-up meeting to walk through the proposal, answer questions, and ensure clarity before moving forward.

Once the engagement agreement is signed and your initial fee is received, your personalized FCaaS journey begins. We’ll guide you through the onboarding process and prepare for the work ahead.

This is where your story takes center stage. During this 60-minute session, we listen intently—to your values, your goals, your family dynamics, your challenges, and your unique money story. The better we understand you, the better we can serve you with intention and insight.

If more time is needed to capture your full story, we’ll schedule a second session before your program officially begins. You’ll then transition into the FCaaS program that best suits your goals: Mind, Body, Bank Account, Mindful Money Moves, or Pulse Check.

A six-month financial coaching program designed to help you align your financial habits with your wellbeing. This is ideal if you’re looking for mindset shifts, clarity, and consistent accountability as you design a healthier, more intentional financial life. Many clients follow this program with Mindful Money Moves or Pulse Check for deeper planning support.

Our flagship comprehensive financial planning program. Grounded in the CFP Board’s 7-step process, this offering is for individuals or families ready to take a thorough and strategic approach to their finances.

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We begin by understanding your full personal and financial picture, identifying your goals, and analyzing your current financial health. From there, we create and present tailored recommendations, implement your plan with your approval, and continuously monitor and update your strategy over time.

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This program ensures that your financial life is aligned, adaptive, and consistently moving in the right direction.

For those with a handful of pressing financial priorities and no need for ongoing implementation or monitoring. Pulse Check is a nimble planning option that includes the first five steps of the CFP Board’s 7-step process—providing you with clear guidance, immediate insights, and a streamlined action plan, without long-term commitment.