The "Pulse" (Email Only)
Best for: Self-starters and proactive clients who feel confident managing their day-to-day finances but appreciate the peace of mind that comes with expert oversight. If you are looking for consistent momentum without the time commitment of full sessions, or if you simply have a few targeted questions that need professional answers. The Pulse provides the perfect balance of guidance and independence.
Initial Session: None (Intro via detailed intake form).
Follow-up: Bi-weekly "Check-in" Emails.
To ensure you get the attention you deserve, I’ll respond to your questions within 1-2 business days (excluding weekends and holidays or unless otherwise noted)
$120 All Taxes Included.
The "Kickstart" (Hybrid Call Bundle)
Best for: Ideal for clients who need more than just a check-in. If you’re facing a big "What’s next?" moment and want the confidence that comes with high-level strategy and real-time hand-holding, this hybrid approach ensures you never feel stuck.
Initial Session: 45-min Zoom Deep Dive. Bi-weekly 15-min Phone/Video Calls (or Email option).
Follow-up: Bi-weekly 15-min Phone/Video Calls (or Email option).
Partnership featuring live strategic brainstorming. You get the benefit of face-to-face deep dives combined with frequent, momentum calls to ensure your plan turns into action.
$220 All Taxes Included.
The Landing : (12 weeks bundle)
Best for: Newcomers, expats, and entrepreneurs committed to total financial integration. This is for the client who wants a dedicated partner to navigate the first 90 days of a major transition, ensuring long-term stability and confidence in the new system.
Initial Session: One 60-minute Comprehensive Strategy Session to set your 12-week road-map and long-term milestones.
Follow-up: Six 15-minute "Progress & Pivot" sessions (one every two weeks via Video, Phone, or Email) to provide consistent accountability and expert guidance as you build your new life.
Designed for those who want a dedicated partner to navigate the complexities of a 90-day transition. Beyond live strategic sessions, this tier offers a "financial safety net" through consistent, proactive accountability. We don't just build a plan; we execute it side-by-side, ensuring every milestone of your new-life integration is met. You get the peace of mind that comes from having an expert co-pilot during your most critical months of growth.
$850 All Taxes included
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