just investing: I help you invest aligned with your values, not against them.
just advice: I don’t manage your money; I empower you to understand how.
just(in): that’s my name, don’t wear it out.
your money, aligned with you.
advice-only financial planning for environmentally and socially conscious people
your money, aligned with you.
advice-only financial planning for environmentally and socially conscious people
just advice: I don’t manage your money; I empower you to understand how.
just investing: I help you invest aligned with your values, not against them.
just(in): that’s my name, don’t wear it out.
money is your tool
where you want to be
designing your money in alignment with your goals and values
where you are
planning with your values helps
planning with your values helps
meet the planner and the practice
proud member of
you have a lot going on…
Do any of these sound familiar to you?
starting your career
Do you feel like you don’t know where your money goes each month but hate budgeting?
Have you recently graduated with student loans and don’t know how you can afford to live on your own?
Do you have other types of debt and are wondering about the best strategy to pay it off?
Did you just start a new job and don’t know what benefits are best for your life?
Did you just leave a job and are concerned about what’ll happen to your old insurance and benefits?
sharing your life
Do you and your significant other approach money differently and disagree more than you’d both like?
Are you both thinking about combining finances but aren’t sure about the best way to do it?
Are you both getting excited for marriage but wondering how it’ll impact your taxes?
Have you both thought about what would happen if one of you got sick and couldn’t work for some time?
Do you both dream of getting a house or taking a vacation but feel like it’s impossible to afford?
growing your family
Do you or your significant other want to be a stay-at-home-parent but you don’t know if its affordable?
Did you just have a baby and are wondering about the best way to prepare for education costs?
Have you considered how you’ll keep your hobbies going while parenting?
Does your child have special needs and you’re worried about how keeping their government benefits?
Are you both new to parenting and concerned about what’ll happen in unexpected death?
financial trail guide for new parents
Life as a new parent adds a lot of stress and uncertainty. But, it doesn’t have to be approached alone. Click below to download a free copy of my New Parent Financial Trail: A Simple Guide for Family Starters. This educational guide runs through ten checkpoints spanning how you can prepare and what you can do after your little one arrives.
"The greatest threat to our planet is the belief that someone else will save it."
— Robert Swan, Explorer and Environmentalist
streamlined services
everyone starts with a free 30-minute Icebreaker conversation to meet each other!
expedition
Designed for a long-term financial journey.
Ready to get organized and align your money with your goals and values? This is a deep dive into your financial picture to build a foundation for your future.
Includes:
Three collaborative meetings (Discovery, Review, & Advice)
A rounded, actionable Financial Plan
A follow-up check-in session
provisions
Perfect for a specific fork in the road.
Do you just want answers to burning questions? This is an á la carte engagement designed to get you unstuck and moving forward.
Includes:
Two collaborate meetings (Discovery Lite & Advice Lite)
A clear, jargon-free summary report
Answers to specific questions
transparent and simple fees
all fees are a flat payment per service
30-minute icebreaker
$0
expedition
The fixed-fee for this service depends on your status below.
individual
$1,800
individual
$360/provision
couple
$2,700
provisions
The fixed-fee for this service depends on your status below.
couple
$540/provision
