We welcome a phone call at any time to ensure you feel confident in your decision to consult with us regarding your financial future. A free 15-minute consultation is provided so you can be confident in selecting the plan that best fits your needs.

During your one-hour consultation, you will meet virtually with Kate and discuss any questions you have regarding your financial health. Kate will provide education and guidance, and will design a written, customized plan for addressing your concerns.

Our monthly retainer package includes a one-hour virtual session with Kate each week and the ability to contact her outside of those sessions for additional clarification and support. Not only does this plan provide a discounted rate for services, it also helps clients save money by enabling them to achieve financial goals more quickly. With this package, you won’t have to wait until your next monthly meeting to ask for advice on important decisions. Just reach out to Kate, and she’ll be happy to assist.