Thank you for your interest in a financial planning package!

Due to high demand, I am unable to take on new clients until January 2027. Please check back in January if you haven’t found another advisor by then.

Also, I will be changing my pricing and packages starting January 2027. If you have received a financial planning quote in 2026, the price you were quoted is good until March 1, 2027. After that, fees will increase to the 2027 pricing structure.