Project-Based Planning
Focused planning for a specific decision in front of you right now.
Make One Big Decision With Confidence
Project-Based Planning is a structured, time-bound engagement built around a clear focus: the decision in front of you right now.
It's the right fit when you're asking:
"I'm facing a significant financial decision — can I get a real plan around just this?" "What are the actual tradeoffs here, and how do I think through them?"
I help women and couples in California — including Los Angeles, South Bay, Westside LA, Pasadena, and beyond — work through exactly these questions. Rather than broad, generalized guidance, Wealth Builder is built around your specific decision: the numbers, the scenarios, and what each path actually means before you commit.
What We Work On Together
In Project-Based Planning, we keep the work focused — but we don't look at your decision in isolation. That means:
- Identifying what matters most to you in this particular season and what you're optimizing for
- Gathering the right information so the analysis reflects your actual situation
- Running side-by-side scenarios: if you take path A, here's what changes; if you take path B, here's what changes
- Tracing how your choice interacts with retirement, investments, cash flow, taxes, and risk
- Naming the tradeoffs clearly so you understand exactly what each option includes — and what it doesn't
What You Can Expect to Walk Away With
By the end of a Project-Based Planning engagement:
- Your options are clearly defined, with the numbers behind each one
- The decision you've been weighing has a clear answer — or a short, prioritized list of next steps
- You have a practical action plan for the weeks ahead
- The reasoning is documented so you can revisit it as circumstances evolve
If it makes sense to continue into an ongoing planning relationship, we can talk about transitioning into Ongoing Planning — but there's no expectation or obligation to do so.
Who Wealth Builder Is For
This engagement is the right fit if you:
- Are in your late 30s, 40s, or 50s and have one or two significant financial decisions that deserve real analysis
- Are asking "Can we actually afford this?" or "What's the smarter move here?" — and want a clear, considered answer
- Want expert input and structured analysis without committing to a long-term planning relationship
- Need a defined endpoint, not an open-ended engagement
Our work happens virtually, so location isn't a factor — whether you're in Los Angeles, elsewhere in California, or anywhere in the country.
How Project-Based Planning Works
1. Kickoff & Clarity
We start with a conversation about the decision you're navigating, what's already been considered, and what a strong outcome looks like. You'll complete a short intake and share relevant documents so we're working from your real numbers from the start.
2. Planning & Scenarios
I build out the key scenarios around your decision — showing you the numbers, the implications, and how each path connects to your broader financial picture. We walk through these together and talk about how each option aligns with your goals, timeline, and priorities.
2. Action & Follow‑Through
We refine your direction, outline clear next steps, and identify what needs to happen in the weeks ahead. There's space to ask follow-up questions and adjust as new information comes in.
How This Relates to the Rest of Your Plan
A focused engagement doesn't mean a narrow one.
When relevant, we draw on the same planning areas used in ongoing work — retirement planning, investment strategy, cash flow, debt strategy, tax strategy, risk management, estate and legacy planning, and career and business planning — so your decision is made in the context of the full picture, not separate from it.
Common Questions About Project-Based Planning
How long does a Project-Based Planning engagement last?
Typically around three months — enough time to gather information, run scenarios, and move from open questions to a clear decision.
What if my situation is more complex than one decision?
That's common — significant decisions rarely live in isolation. We'll define a primary focus for this engagement and bring in adjacent areas of your financial life as needed so the decision holds up in context.
How is Project-Based Planning different from Ongoing Planning?
Project-Based Planning is a focused, time-bound engagement around specific questions. Ongoing Planning is an ongoing relationship — typically 12+ months — where we coordinate your entire financial life over time. Many clients start with Project-Based Planning and transition into Ongoing Planning when ongoing support makes sense.
Do we only talk about the numbers?
No. The numbers are central, but so is the context around them — what you're prioritizing, how each option fits your life and timeline, and what the decision means beyond the financial mechanics.
Can we work together if I’m not in Los Angeles?
Yes. I work virtually with clients in Los Angeles, across California, and nationwide.
What happens after our engagement ends?
You'll leave with a clear decision or prioritized action plan, a written summary of the work, and concrete next steps. If continuing together makes sense, we can talk about transitioning into Ongoing Planning. If not, you'll have everything you need to move forward on your own.