Initial Financial Life Plan

My Initial Financial Life Plan is a one-time, comprehensive financial plan designed to align your finances with your Authentic Life. We’ll take a deep dive into every aspect of your financial picture, providing clarity on what you truly want and how to achieve it.

  • 30 minute call to start to get to know each other. The goal of the call is to understand what you’re looking for and if I am the right financial planner for you.

    This call is complimentary.

  • We’ll explore what your Authentic Life looks like and how Authentic Life Financial Planning can help you make it a reality.

    This call is complimentary.

  • We’ll define your Authentic Life and start to gather your financial information.

    This meeting through the Q&A is included in the Initial Financial Life Plan fee.

  • We’ll discuss how to make your Authentic Life a reality. We’ll also gather any final pieces of information needed for the Bringing it to Life call.

  • In this meeting, we will help you understand where you stand financially and how we can make your Authentic Life a reality as soon as possible.

  • We’ll answer any questions that you have and give you the information you need to make an informed decision on Ongoing Planning.

Book Initial Call
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Ongoing Planning

Ongoing Planning is for clients who want continuous support and guidance as their financial lives evolve. Life is full of changes—new goals, career moves, market shifts—and I’m here to help you navigate them all.

We’ll regularly review your finances, update your plan, and make adjustments to keep you on track toward your Authentic Life. Whether it’s optimizing equity compensation, fine-tuning tax strategies, or adapting to new opportunities, you’ll have a trusted partner to help you make informed decisions every step of the way.

With ongoing planning, you’ll have the confidence that your financial life plan grows and evolves with you.

  • Prioritize tasks to make your Authentic Life a reality.

  • Review your equity, how it works, and create a plan for how to manage it going forward.

  • The goal of these calls are to Get Things Done! We want to make your Authentic Life your real life as soon as we possibly can.

  • Update on your life and what else needs to happen to make your Authentic Life a reality.

Topics that we cover

  • Life Planning helps you define your Authentic Life. We then align your finances to help make that a reality.

  • There are so many account options to invest your money. Roth IRAs, 401ks, ESPPs, company stock, the list is almost endless and the right strategy for how you should be saving is specific to you.

  • You likely have a variety of employer benefits—everything from health, life, and disability insurance to lesser-known perks like reimbursement for learning a new language. Together, we’ll review your benefits and ensure you’re maximizing them to your advantage.

  • I have yet to meet a client who likes to pay taxes. As a tech or equity compensated professional, you're likely paying a lot in taxes and there are many different strategies to manage how much you pay each year. We help you pay the least amount of tax over your lifetime.

  • Financial Independence is the point in time where you no longer need to work to support your lifestyle. Every person reaches Financial Independence in their own time and it means different things to different people. We help you with your definition and give financial advice to make it happen.

  • Debt is a powerful tool—it can help you build the life you want or create serious challenges if mismanaged. Whether it’s buying a home, funding education, or tackling high-interest debt, I help you strike the right balance to support your Authentic Life.

  • Insurance can be complicated, but it’s essential. I don’t sell insurance or any other products, but I can help you figure out what type of coverage you need. I also have trusted contacts who are experts and can help you get the right protection at a reasonable cost.

  • It’s not easy to think about death, let alone talk about. But having an estate plan is essential to protect the people you care about most and minimize the stress they’ll face when you’re gone. While I’m not an attorney, I can help simplify the process and ensure you’re prepared.

  • One of the most important steps of the financial planning process is getting everything in order. I have helped so many clients "find" accounts or insurance that they had completely forgotten they had. It’s also so much easier to make financial decisions when you can see the big picture.

  • Most clients with children want to help fund their education. But what's the right amount to save, what accounts should be used, and what happens if they don't go to college? We answer these questions and help you create a plan that accomplishes your goals.

  • NQSOs, RSUs, ESPPs—equity compensation can feel like an alphabet soup. Each type comes with its own set of rules and tax implications. I help you develop the best strategy for your situation and continuously review your plan to ensure you’re making smart decisions that support your Authentic Life.

  • The Investment portfolio is the engine that helps you achieve your Authentic Life. We'll make sure that the engine is tuned for your individual Authentic Life.