My holistic planning process is designed to help you and your partner gain clarity and feel more confident in your financial future.

We start with a Get Organized 🗂️ session to assess where your money is today—your accounts, income, spending, and investments. Then, in the Exploring Possibilities 🗺️ meeting, we model different financial paths: how to structure cash flow, when work could become optional, how to fund major milestones like buying a home or growing your family, and more. Finally, in the Plan Delivery 📊 meeting, you receive a personalized financial roadmap so you can move forward with a clear, well-structured plan.

If you’d like ongoing support, I offer monthly guidance 🔄 at $310 per month to help you implement your plan, stay accountable, and adjust as needed—no minimum commitment required.

This process covers cash flow and budgeting, investing, retirement planning, estate planning, insurance needs, tax strategies, and more. It’s designed to help you work as a team, make informed financial decisions together, and build a life that aligns with your values and priorities.

Let’s talk about your goals and see if this is the right fit for you—no commitment, no pressure. Book a time here.

My holistic planning process helps you create a financial strategy that aligns with your long-term goals. We begin with a Get Organized 🗂️ session to take stock of where things stand—your income, expenses, savings, investments, and accounts. In Exploring Possibilities 🗺️ we analyze different financial paths, ensuring that your cash flow, savings, and investments are aligned with your goals. Finally, in the Plan Delivery 📊 meeting, you receive a financial roadmap with detailed recommendations across all key areas of your financial life.

For continued support, I offer monthly guidance 🔄 at $210 per month to help you put your plan into action and make adjustments as needed—again, with no long-term commitment required.

This process covers cash flow and budgeting, investing, retirement planning, estate planning, insurance needs, tax strategies, and more. Whether you're planning for the long term, navigating a career shift, or preparing for a major life transition, this approach helps you gain clarity and move forward with confidence.

Let’s connect and talk about what’s on your mind—no commitment, no obligation. Book a time here.

If you’re ready to get organized and make real progress, this two-hour session is designed to bring clarity to your financial life.

We’ll organize your accounts, tackle one to three key financial planning questions, and set up your online financial hub so you have a clear snapshot of your financial picture. Whether it’s refining your investment strategy, optimizing cash flow, planning for a major purchase, or addressing another priority, we’ll make sure you walk away with actionable next steps and a system to track your progress moving forward.

Let’s get you on track—book your session here.

If you need clarity on a specific financial topic, a one-hour session allows us to take a deep dive into your chosen area—whether it’s 📈 Investing, 🪺 Retirement Planning, 💰 Cash Flow & Budgeting, 🎓 College Savings, 🪜 Debt Paydown, 📑 Estate Planning, 🏡 Home-Buying, 🏛️ Tax Planning, or 🔮 Something Else.

We’ll also set up your online financial hub so you have a streamlined view of your accounts and goals.

Ready to get started? Schedule your session here: Book a Focus Session.

Managing cash flow is one of the biggest financial stressors—no matter your income level. Spending with Confidence, offered by my other company, Conklin Shure Insight, walks you through a simple yet powerful system to organize your money, reduce stress, and align your spending with what matters. No complicated budgets, no overwhelming spreadsheets—just a practical, low-maintenance approach that gives you clarity and control.

In this course, you’ll learn a multi-account framework that separates your income into clear, functional categories, planning for your bills to be covered, your savings to grow consistently, and your money to be available to spend guilt-free. Whether you're managing finances solo, as a couple, or on an irregular income, this system adapts to you. By the end, you’ll have a streamlined setup that makes financial decisions easier and more intentional.

If you're ready to take control of your cash flow and spend with confidence, enroll today! 👉 Join the course here.