Your advice will be:

  • Personalized

    Our sessions will be dedicated to assessing your situation, then creating and implementing a personalized plan to fit your individual situation and goals.

  • Targeted

    Everyone has unique challenges when it comes to achieving financial success. I’ll work closely with you to help identify what success means to you, and how we can best achieve it.

  • Comprehensive

    Since achieving financial success is more than just assets and liabilities, I’ll be helping put your financial resources into context, and mapping out a path to achieve your desired outcomes.

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60 Minute Financial Planning Meeting with Stephanie
$180.00

Book a 60 minute meeting with Stephanie. This can be a one-off meeting to answer specific questions, the initial meeting in a comprehensive planning engagement, or a follow-up meeting.

Please ensure you have easy access to your financial information, including all assets (bank accounts, retirement accounts, investment accounts, etc.), liabilities (mortgages, car loans, credit cards, etc.), and a basic understanding of your cash flow (how much is coming in and how much is going out each month).