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Start Here

Hi, Modern Therapist! Let's Chat! ☕️

The way I look at it, one of the primary benefits of financial planning is that it facilitates healing in the area of finance and money. Sitting down and sharing with another person what's on your mind is how we begin that journey.

That's why I offer a complimentary, thirty-minute consultation & fit meeting. There's no pressure, no obligation, no sales pitch and no expectation that you make any decision in this initial meeting. The goal is simply for us to get to know one another a bit.

And 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. 😉

Schedule Complimentary Initial Meeting

Exclusive Discounts for Modern Therapists! 🥳


Oftentimes getting started is the biggest challenge. When you look at your financial life, it might feel overwhelming or it might be difficult to know where to begin.

My Quick Start Coaching Intensive will get you on the right path! 🚀


Here's how it works:

👉 You'll answer a short questionnaire about your financial life. (See the questions here.)

👉 We'll have 90 minute coaching session. We'll clarify the key challenges for you and identify a prioritized plan of action. You'll know where to focus for maximum impact.

👉 I'll send you a summary of our discussion outlining your prioritized action plan and next steps to consider.

Often there are a small number of powerful financial moves that can dramatically improve your overall financial health. After my Quick Start Intensive, you'll know what those moves are and have a clear path towards putting them in place.

With your Therapy Reimagined promo code, the cost of the Quick Start Intensive is $497 $297*.

Enter promo code TR2021 when scheduling the Intensive meeting.

And don't forget that as a conference attendee, you also receive $1,000* off your first year of holistic planning services! Learn more about Holistic Planning.

* Discounted pricing valid for engagements scheduled by December 31, 2021. Quoted discounts may be less if you qualify for sliding scale pricing. See Pricing Page for additional detail.

Schedule Quick Start Intensive!

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.

👉 Get my Free Quick Start Guide 🎉

👉 Click here to visit the Blog! 🥳