Frequently Asked Questions

Nexa Wealth Planning serves with practical guidance that ties your goals to a clear plan. We help you clarify priorities, organize accounts, and coordinate investments, taxes, insurance, estate considerations, and cash flow so your day-to-day choices match the bigger picture. If you want to learn more about our story, team, and values, visit About Nexa Wealth Planning to see how our approach fits your needs.

  • What exactly do you do as a financial planner?

    I help you make smart decisions with your money across all areas of your life. That might mean making the most of your income, navigating equity compensation, figuring out how to pay yourself as a business owner, planning for big goals, or minimizing taxes.

    I’m not just here to crunch numbers. I’m here to be your financial sounding board—someone who sees the full picture, helps you think ahead, and makes sure you’re not missing opportunities (or making costly missteps). Think of me as your financial thought partner.

  • Why work with a CFP®?

    Anyone can call themselves a “financial advisor” but a CERTIFIED FINANCIAL PLANNER™ has gone through rigorous training, exams, and ongoing education. It also means I’m held to a fiduciary standard, which is just a fancy way of saying: I’m required to give advice that’s in your best interest. Always.

    Not advice that benefits a company. Not advice tied to commissions. Just what’s right for you.

  • Who do you typically work with?

    I work with high-earning women, couples, and entrepreneurs people who are building something meaningful and want to be more intentional with their money. They’re often juggling growing income, equity comp, business growth, family priorities, or all of the above. They’re not looking for someone to lecture them, they want a trusted partner who gets the big picture.

  • What’s your approach to financial planning?

    It’s collaborative, not prescriptive. We start with what matters most to you, your values, your vision, your goals and build from there. I bring the expertise and structure, but your life is the blueprint. I’m not handing you a generic plan and wishing you luck. We work side by side to design a plan that works in real life and evolves as you do.

  • How do I know if this is the right fit?

    If you want a financial partner who sees the full picture, not just the numbers, you’re in the right place. My clients want more than surface-level advice. They want strategy that reflects their real life. Yes, we’ll cover investments, taxes, and strategy. But we’ll also talk about whether to change careers, buy the beach house, or press pause to be with your kids.

    Not all financial decisions show up on a spreadsheet, and not all life decisions are purely about money.

    My clients bring me into their lives, not just their finances. If you want a long-term thinking partner who’s in it with you, we should talk.

  • What’s included in your planning services?

    That depends on what you need, but here’s a look at the areas we often cover together:


    • Getting clear on your income, spending, and saving
    • Organizing your accounts and understanding where your money is going
    • Making a plan for big goals—like a home, career change, or family support
    • Reviewing insurance and estate planning basics
    • Aligning your investment strategy with your life plans
    • Reducing taxes and making smart decisions with bonuses or equity comp
    • Navigating business finances or owner pay (for entrepreneurs)
    • Every planning relationship includes clear next steps, follow-through support, and regular check-ins to make sure you’re not left doing it all on your own.

  • Do you work virtually or in person?

    All meetings are virtual for now—which means we can work together no matter where you live. We use secure tech tools to make planning feel seamless, and we keep things organized without endless back-and-forth emails.

  • How do you charge for your services?

    I offer flat-fee planning based on the complexity of your situation, no hidden commissions, no pressure to move your investments. I also have a one-time onboarding fee to cover the initial heavy lifting, and ongoing fees that can be paid quarterly or annually.

  • Do you sell any products or earn commissions?

    I don’t sell investment products or earn commissions for managing assets. I do help clients with insurance when it’s a necessary part of their plan.

    If your plan calls for coverage (like term life, disability, or long-term care) outside of any employer benefits, I’ll walk you through what type makes the most sense, how much you actually need, and which carrier aligns best. I don’t work for any insurance company, so I’m not tied to one provider and I only recommend coverage when it serves your plan, not someone else’s quota. It’s part of delivering advice that’s both strategic and actionable without leaving you on your own to figure out the next step.

  • Do I need to have everything perfectly organized before we start?

    Absolutely not. That’s what I’m here for. If your finances feel like a pile of puzzle pieces, I’ll help you sort it all through and create a clear, organized plan. No judgment. Just progress.

  • What’s the first step if I want to work together?

    Start by booking a free intro call. We’ll talk about where you are, what you’re navigating, and whether my services are a good fit. If it feels like a match, I’ll walk you through the next steps to get started.