Personal Finance Coaching — $100/hour
Get personalized answers and a second set of eyes on your financial plan. With years of experience teaching personal finance classes, leading briefings, and facilitating group workshops, I bring both depth and clarity to every session. Bring your questions — no topic is off the table.
Projection Lab Full Plan — $500
A comprehensive, three-hour-plus deep dive into your financial future. I’ll build a fully customized plan in Projection Lab — the leading personal finance projection software — complete with Monte Carlo analysis and research-backed projections. You’ll walk away with a clear, confident roadmap for wherever you’re headed.
Millionaire Librarian 