What You Will Receive
a clear written summary of outcomes and priorities
a structured plan with action items and sequencing
documented decisions and reasons (so it’s not based on memory)
an implementation roadmap that matches your life pace
review checkpoints (when needed, not forced)
Minimums and fit
I do have minimums. Not to be exclusive, but because the work is hands-on and I keep my client load intentional.
Best way to start: a short discovery call first. If the fit is right, I’ll share the engagement structure clearly before we proceed.
Fit and Working Style
This work is best for clients who:
value long-term outcomes
want an adviser who can challenge them and keep them grounded
are willing to document decisions and follow through
This work is less effective when:
the engagement is purely transactional
the main focus is bargaining fees
the client wants quick product fixes without appreciating the decision process
On fees and commissions: I price my work to reflect the time and responsibility involved in planning, implementing, and ongoing service. I keep my pricing consistent and transparent. I will be clear upfront on what applies and why.
Confidentiality matters. I work with sensitive family and financial information. I keep documentation tight and disclosure intentional.