Big Decision Coming Up? Get Clear, Get Confident, and Move Forward.

Not every financial decision needs a year-long plan. But when the stakes are high, going it alone isn’t the move.

A short-term planning program to help you take focused action—fast.

The Wealth Accelerator is a short-term, high-impact planning experience designed to help you navigate life’s biggest financial moments with clarity and confidence.

Is the Wealth Accelerator Right for You?

This is for you if you’re asking questions like:

  • “Am I making the smartest moves with my equity compensation?”
  • “Can I afford this next big step—like a home, career change, or expanding my family?”
  • “Do I need a second opinion before I commit to this strategy?”
  • “What’s the best way to handle this cash windfall or financial shift?”

It’s ideal for:

  • Professionals with equity comp or large bonuses to manage
  • Couples weighing a major purchase (home, vacation property, etc.)
  • Women navigating career shifts, family changes, or divorce
  • Anyone wanting a trusted sounding board before a major financial move

What’s Included

A Deep-Dive Financial Review

We’ll assess your current financial picture, focusing on the issue that matters most right now.

A Personalized Strategy

You’ll walk away with a clear plan of action for your key financial area, whether that’s equity comp, cash flow, taxes, or investments.

2-3 Strategy Sessions

Focused working sessions where we build and refine your action plan together.

Follow-Up Support (3 Months)

You’ll get one check-in call and ongoing email support so you’re not left hanging once the plan is in motion.

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Why It Works

Most financial advice gives you a to-do list. We give you traction.

The Wealth Accelerator is built for action. It helps you zero in, make aligned decisions, and

move forward with confidence.

And with 3 months of support? You won’t be going it alone once the action plan is built.

  • We’ll zero in on what matters most and eliminate the guesswork.

  • Expect clarity, structure, and guidance in just a few short sessions.

  • By the end, you’ll have a personalized, actionable plan to make progress now—not someday.

Ready to Move Forward?

Ready For A Quick Check

Measure readiness for goals, surprises, and milestones.

What We Can Tackle in 3 Months

Simple, Personalized, Ongoing Support

Let’s Talk About What Really Matters

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We start with a real conversation—no spreadsheets, no pressure. Just a chance to get to know you, your values, your money habits, and what freedom means to you. From there, we map out what areas we’ll focus on first and what success looks like for you.

Build a System That Works in Real Life

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Together, we’ll look at what’s coming in, what’s going out, and whether it’s all aligned with your short- and long-term goals. This isn’t budgeting—it’s about building a flexible system that gives you clarity and control without nickel-and-diming your life.

Align Your Portfolio With Your Vision

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We’ll review your existing investments to make sure they support your timeline, risk tolerance, and personal goals—not just market benchmarks. Whether you’re DIY-ing, using a 401(k), or juggling multiple accounts, we’ll bring it all into one clear picture.