Our Services
Financial Guidance at a Transparent Rate
You deserve advice that is as straightforward and transparent. As an hourly advisor, we specialize in providing clear, objective strategies for women facing major financial transitions.
Our fee-for-service model is designed to meet you exactly where you are - whether you need quick, decisive answers on cash flow, or a focused, expert strategy for life events like retirement, divorce or college planning.
We approach every engagement with an educator’s mindset - equipping you with knowledge as well as strategies - so you can make informed, future-proof decisions with confidence
Hourly or Project-based
Sometimes you just need clear, objective answers or a goal-focused plan. We offer 2 options for you to choose from.
1. Quick Clarity Session. Ideal for:
âś… Direct, concise answers
âś… No financial analysis
Rate: $99 per session
2. Financial Analysis & Strategy Session. Ideal for:
âś… Tax-efficient Investment Planning
âś… Business Cash Flow Planning & Budgeting
âś… Investment Portfolio Construction (portfolio management upon request)
âś… Real Estate Investment Planning Cash Flow Analysis, Budget planning, Tax strategies
Rate: $250/hour.
Divorce Financial
This service helps you analyze settlements, divide assets, and create a clear path toward post-divorce independence.
Ideal if you’re looking for help with:
âś… Settlement analysis and long-term projections
âś… Asset division strategies (retirement accounts, pensions, property)
âś… Child support and college funding strategies
âś… Insurance & Estate Planning
âś… Pre-Divorce Assessment
Rate: $250/hour. Pay by the hour or as a project.
College Planning
Get customized guidance on making higher education affordable without derailing your retirement or future goals.
Ideal if you’re looking for help with:
âś… 529 plan analysis and setup
âś… Custom funding strategies for multiple children
âś… Financial aid optimization
âś… Scholarship search guidance
âś… College cost projection and budget planning
Rate: $250/hour. Pay by the hour or as a project.
