We start by helping you get to the core of what is most important to you and what you want your money to accomplish for you. We then organize your financial life and provide initial recommendations specifically tailored to your unique money vision. 

Here's how it works after you sign up:

(Click a step to learn more). 

We meet three times a year to make sure you are in good financial health, completing the things you have agreed to, and making the appropriate adjustments based upon changes in your life. The only certainty is that things will change – your goals, your values, your career, etc. and we are here to help you navigate through those changes. 

Financial planning is a continuous process instead of a one-time thing. It's important to set a long-term strategy, but that strategy should be broken into annual goals and adjusted to reflect life's changes. 

(Click a meeting to learn more). 

We’re always here for you when things come up between meetings. Don’t be a stranger.

*Ongoing relationship also includes annual complimentary travel consulting services from Carpe Diem Traveler

**One-time engagements may be available upon request. Pricing starts at $2,500 for a single person and $3,000 for a couple.