Financial Coaching and Planning

I offer expert financial planning that is understandable, unbiased, and trustworthy. My planning process encourages you to take a mindful approach, focusing on the present and the present and the future, rather than looking back.

My services include:

  • Spending, saving, and budgeting – developing sustainable financial behaviors to ensure you achieve your financial goals
  • Retirement review – assessing and rationalizing all investment accounts, rolling over and combining 401K and IRA retirement accounts, timing conversions from pre-tax to Roth IRAs, determining if annuities make sense
  • Investment guidance – determining your risk tolerance and asset allocation, including use of tax-free bonds, low-cost mutual funds, selecting appropriate investments for retirement accounts, and minimizing investment expenses
  • Financial advisor assessmentsproviding an independent evaluation of your financial advisor that assesses the fees, the expertise, and the investment strategy of your advisor
  • Financing college and graduate school – determining an affordable level of student loans, understanding income-dependent repayment plans, and moving forward with an optimal repayment strategy
  • Mixing love and money – when romance merges with finance, there may be a lot to discuss and I provide a framework for partners to consider these issues
  • Divorce-related financial planningdeveloping financial literacy during and after divorce, both to ensure a fair settlement and to provide guidance in adjusting to new financial realities after it is completed

The fee is $300 for 90 days of financial planning guidance. Alternatively,  a single consultation is available for $100 per session. I do not sell other products or services nor receive compensation or incentives from other sources.

I also create customized workshops on different dimensions of financial decision-making to audiences of all ages, including employee groups, adult education learners, and students.

If you’d like to learn more about my financial planning services, get in touch.