Ways We Can Work Together

Financial planning isn’t one‑size‑fits‑all, so I offer two ways to work together—depending on whether you want an ongoing planning partner for your whole financial life, or focused support for a specific decision in front of you right now.

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Ongoing Planning

Ongoing partnership for your whole financial life

Ongoing Planning is for women and couples who want a long-term, collaborative relationship around money — a planner who knows your full picture as careers evolve, equity vests, families grow, and priorities shift.



We return to your plan continuously, asking the same core question:

Is every part of your financial life actually working together — and is it set up for what's coming next?

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Project-Based Planning

Short‑term, decision‑focused planning

Project-Based Planning is for the moments when a specific decision demands real clarity — comparing job offers, navigating equity compensation, deciding whether to buy or sell a home, weighing debt payoff against investing. Over a defined period, typically around three months, we work through your specific questions, run the key scenarios, and put together a clear action plan so you understand your tradeoffs and can move forward with confidence.

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Am I Missing Something?

I hear some version of this question all the time. I created this six-question assessment to help you step back from the day-to-day financial decisions and see where you may want to take a closer look.

Not Sure Which Path Fits You Best?

One conversation usually makes it clear.

Tell me what's going on in your financial life right now, and we'll talk through whether ongoing planning or a focused engagement makes more sense for where you are. Whether you're in Los Angeles, Westside LA, Pasadena, South Bay, or anywhere in the country, I'm here to help.