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Let's Talk! ☕️

Sitting down and talking about what's on your mind is how we figure out the most crucial issues for you — and what to do about them.

That's why I offer a free, 30 minute initial fit meeting. There's no pressure, no obligation and no sales pitch. The simple goal is for us to get to know one another a bit.

I partner with clients for a minimum of twelve months (learn more about my services here and pricing here).

I do my best work with owners of group practices growing past $1 million, therapist-entrepreneurs with multiple businesses and newer practice owners with big visions. 

What if that doesn’t describe me? 

Book Free Initial Fit Meeting

Not ready to meet just yet? No worries!


I get it. It's uncomfortable to sit down and share about something so personal.

There's no rush! Book the meeting when it feels right for you. (And I might encourage you to sit with any discomfort and see if it has anything to tell you. 😉)

In the meantime...

👉 Sign up for my free guides and email newsletter.

No, I'm not going to send you a bunch of annoying spammy garbage.

I'm going to send you valuable knowledge and perspective to help you navigate your financial life.

I share the exact same educational content that I do with my one-on-one clients. The type of material that will make you say, "OMG I finally get it - I just needed someone to explain it in a way that actually makes sense."

👉  Click here and sign up before you forget! Future you will thank right-now you.

And If you'd rather get started by shooting me an email, please do!


Three Intentions

I hold three intentions for every meeting we have together, including this initial consultation meeting.

First, to hold a safe, non-judgmental and shame-free space for you to share what's on your mind.

Second, to be of service in whatever way possible. If I don't have the right solution for you, I'll do my best to connect you with other resources which might be a better fit.

And third, to help you decide for yourself what the next right step is. In the beginning, that of course includes helping you decide if my services are a good fit for you.

Overwhelmed & Not Sure Where to Begin? 😲

👉 Click here to visit the Blog! 🥳