Tools & resources to help you take ownership

Fee-only means I'm paid directly by you and never earn commissions from selling products. Fiduciary means I'm obligated to put your interests first. Together, that removes the conflicts of interest built into commission-based advice — my only incentive is to give you guidance that's genuinely right for you.

No. I don't sell securities, insurance, or any financial products, and I don't take custody of your money. I'm a financial coach and educator — I help you understand your options and build a plan, and you stay in full control of your accounts and decisions.

A traditional advisor typically manages your investments for a percentage of your assets. I focus on education and coaching: helping you understand your whole financial picture, make confident decisions, and build lasting habits — at a flat, transparent monthly price, whether or not you have assets to manage yet.

Everyday individuals, couples, and families who want to take ownership of their finances — from people tackling debt and building their first budget to professionals and business owners planning for retirement. I work with clients locally in Atlanta and virtually across the country.

It's a relaxed, no-pressure conversation. I learn about your situation and goals, answer your questions, and we talk through what a plan could look like. There's nothing to buy and no obligation — it's simply a chance to see if we're a good fit.

Every plan starts with three core sessions — Discovery, Planning, and Solutions — to build your plan, followed by monthly check-ins. Foundation is $199/month with a 3-month minimum, then $99/month; Long-Term Success is $99/month with a 12-month commitment. Physicians can choose the Physician Success Plan at $149/month. You can compare them on the packages section of the site.

Both. I'm based in Atlanta, GA and meet local clients in person when it's convenient, but most coaching happens virtually, so I can work with clients anywhere in the country.