Financial Planning

I do way more than simple data entry. I’m reviewing documents, analyzing the client’s situation, and forming draft recommendations. All you have to do is review, add your own analysis, and implement with the client.

Operations and Workflow

I am all about building efficient workflows and processes. I begin with the end in mind and leverage technology to build efficent, repeatable processes. We’ll build great workflows together!

Technology Integration

I have a background in communications technology and networking. Tech is one of my love languages. Whether you’re evaluating a new software or trying to get the most of your existing tech stack, I’m your trusted partner to help you leverage technology to be more efficient and effective.

Fees

I work as an outsourced contractor. I bill monthly, rounded to the nearest half hour. I also offer flat-fee or project based billing and one-time consultations.

• Outsourced/Fractional Planning – $99/hour
  • Minimum Contract is 20 hours per month, 6-month contract.
    
• Project-Based (varies, contact me)
  
• Hourly Consultation – $150/hour
  • No ongoing contract, commitment, or minimum.