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)
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.
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