Schedule a Free Initial Planning or Discovery Meeting
Whether you’re interested in working together on your financial life or estate plan, looking for a speaker, or simply have a question, I’d love to hear from you.
We’ll start with a friendly 30-minute virtual meeting to talk about what’s on your mind, explore how I may be able to support you, and see if Plan Forward Finance is the right fit.
No pressure. No obligations. Just a thoughtful conversation about what matters to you.
Getting started is simple. It begins with a free, no-pressure conversation about what’s on your mind and how we might work together. From there, we’ll guide you through a clear, supportive process designed to help you move forward with confidence.
This 30-minute virtual meeting is a chance to ask questions, talk through what you’re looking for, and explore whether Plan Forward Finance is the right fit.
If we decide to work together, we’ll discuss the best approach for your needs. Services are available on a flat-fee, project-based, or hourly basis, with everything agreed on upfront.
If we’re not the right fit, that’s okay too. We’ll gladly point you toward other helpful resources.
We’ll get to know your situation, goals, and priorities, then clarify your options and create a personalized plan.
We’ll review your plan together, answer questions, and refine anything that needs adjusting. You’ll leave with clear next steps and a personalized action plan.
Now we put your plan into action. We’ll work through your next steps together so you can make progress without feeling overwhelmed.
For estate planning, this may include completing your documents, funding your trust, updating beneficiaries, and making sure your plan reflects your wishes.
By the end, you’ll have a clear path forward and the confidence that comes from knowing what comes next.
Planning a webinar, workshop, employee event, or educational series? I offer approachable financial and estate planning education for companies, organizations, and communities.
Presentations can be customized for your audience and may cover topics such as:
Estate planning
Financial life planning
Equity compensation
Financial wellness
Navigating career and life transitions
Other financial planning topics tailored to your audience
My goal is to make financial education engaging, practical, and easy to understand, so people leave feeling more informed and confident about their next steps.
Take a Moment
Take A Moment is a light, fun, and occasionally nerdy collection of things worth thinking about. You’ll find financial tips, interesting facts, random inspirations, and little reminders to pause and enjoy life while you’re planning for the future.
"Life moves pretty fast. If you don't stop and look around once in a while, you could miss it." - Ferris Bueller