Become a Client

 Finances can get complicated. Meeting with your financial planner should be easy. Here's how we'd work together.


Free Strategy session

To learn more about Just Wealth

Schedule a free 30 minute call.

I like to call this a strategy session.

We'll talk about your life, values, and financial goals, and see if working together makes sense. 

Even if you feel we're not a fit, you'll hang up the phone with at least one tip or technique that will get you closer to your financial goals. 

Screen Shot 2017-07-28 at 9.57.01 AM.png

Hourly Financial Planning

For first-time clients

Together, we'll develop your Financial Action Plan - a map to move you from where you are to where you want to be.

Prior to our first meeting, you'll receive an email walking you through how to prepare for our financial planning session. 

During this 1-2 hour meeting, I'll:

  • learn about your life goals

  • learn about your money goals

  • review your finances

  • answer your pressing financial questions

  • show you how to reach your goals

  • recommend next steps

  • recommend a long-term plan

  • provide you referrals or resources

Hourly financial planning fees are $175 per hour. 

Screen Shot 2017-07-28 at 9.56.57 AM.png


For returning clients

Returning clients may choose to continue with hourly financial planning. Follow-up meetings are typically one hour.

Semiannual or annual financial planning sessions are recommended to update the financial plan. 

Already a Just Wealth client? Click the button below for a clients-only portal.