Advisory Services

Advisory services are ideal if you have specific questions or need support in one or more areas of your financial life, but aren’t looking for a full financial plan or an ongoing relationship. Whether you're evaluating a job offer, reviewing employee benefits, or exploring debt repayment strategies, this option gives you access to personalized advice with no long-term commitment.

I offer two formats based on the level of support you need:

• Projects are best for more complex questions that touch multiple parts of your financial life, like preparing for retirement, optimizing equity compensation, or navigating a major life change

• Hourly support works well when you have one or two focused questions and just need some quick guidance or a second opinion