Make sense of your money, take charge of your life.
I specialize in working with millennial entrepreneurs and parents; and anyone who is ready to dig their heels into building financial confidence and savvy.​
The first step: a no-obligation consultation call to introduce yourself and ask questions. Let's see if we're the right fit to make some money magic happen together.
The MakeCents process involves tailored financial planning coupled with comprehensive financial literacy.
The intention is to deliver strategic solutions while simultaneously boosting your ability to engage in meaningful conversations about money. Clients walk away with the confidence to maneuver their money in a way that is intentional and controlled.
The Money Masterplan
There is no single path to financial freedom. I tailor a roadmap built for YOU.
The Money Masterplan is a functional cash flow projection tool with additional financial modelers curated to suit your needs and goals.
Financial Planning Packages
I've compiled a selection of service packages that is flexible enough to incorporate a full range of service needs.
If you prefer to DIY, the standalone Money Masterplan will set you up with a solid framework to guide your efforts on the right path.
The Signature and VIP Packages provide a high-touch engagement for individuals who seek more thorough support and comprehensive planning, as well as ongoing access to me on retainer.
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Ready to get started?
1
Money Masterplan
$900
60-min Discovery Call
Deep dive into your numbers, goals and concerns.
Money Masterplan
Customized cash flow plan built around your needs & goals. This is a functional (non--static) & editable tool.
Financial Projections
Built-in financial calculators to help you determine savings goals and forecast investment growth.
Advice & Recommendations
Written review of your goals, solutions, and actionable steps towards successful execution.
2-hr Plan Review
Thorough review of all deliverables, suggested strategies, recommended actions, and next steps.
2
Signature Package
$1,400*
The Money Masterplan
Includes the FULL Masterplan delivery process, as detailed.
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TWO (2) Strategy Sessions**
Additional 60-90 min sessions to deep dive into further planning aspects together. Book at your convenience, no expiry date.
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Text Support on Retainer (1+ year)
On-demand access to me via WhatsApp to keep you cared for and supported in between sessions. Ask me anything, any time.
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**Additional ad hoc sessions available at $300 each.
*Payment plan available:
$375/m x 4 months
3
VIP Package
$2,000*
The Money Masterplan
Includes the FULL Masterplan delivery process, as detailed.
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FIVE (5) Strategy Sessions**
Additional 60-90 min sessions to deep dive into further planning aspects together. Book at your convenience, no expiry date.
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Text Support on Retainer (2+ years)
On-demand access to me via WhatsApp to keep you cared for and supported in between sessions. Ask me anything, any time.​​
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**Additional ad hoc sessions available at $300 each.