Fees & Services

Simple fees. No surprises.

All options are virtual at a time that fits your schedule.

Full Financial Plan

The fee is 1.5% of your household income

No flat rates. The lower your income, the more affordable your plan.

For example, your income is $85,000. A full plan is $1,275. Half due at signing the agreement, and half due at plan delivery.

12-week engagement
3-4 virtual meetings - 1 to 1.5 hours each
25+ hours of planning, analysis, and advice
Implementation support and unlimited support throughout the 12 weeks
Custom financial plan
Six-month check in

Hourly Rate

Perfect for one-off questions or specific topic.

$125 per hour

Virtual meeting at your convenience
Tailored advice with a follow-up action plan

Most financial plans elsewhere cost $2,000-$5,000+. My fee scales with your income because I believe everyone can benefit from good advice. After retiring from a 30-year career in public service, I wanted to give back — so I intentionally keep my fees affordable to make quality financial guidance accessible to those who need it most.

If you're in your 20s to 40s building a solid financial foundation, or you work in EMS, law enforcement, fire service, 911 communications, ministry, or education, I'd love to help you reach your financial goals.

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