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Maybe money can’t buy happiness — but it sure as hell can stress you out

So, why not get support to finally make money stuff easier?

Your go-to support system for family financial planning, bookkeeping, budgeting, and more.

Maybe money can’t buy happiness — but it sure as hell can stress you out

So, why not get support to finally make money stuff easier?

Your go-to support system for family financial planning, bookkeeping, budgeting, and more.

Here’s something you might not expect to hear from your financial advisor . . .

You don’t have to stop being a messy,
imperfect human . . . to
start making the most of your money

 

You know that idealized version of you that lives in your head — the one with all their financial ducks in a row? Maybe you’ve never seen a realistic path to become that person. And that’s the problem.

Because a financial path that helps you live a life you love isn’t about becoming someone new. It’s about setting yourself up with the tools, support, and roadmap that align with who you are — in all your human glory.

And that’s what we’re here to help you do. 

We offer financial planning for LGBTQ+ folks, young professionals, couples and individuals looking for a non-judgmental (even FUN!) approach to your finances.

So you can ditch the money stress, and embrace a financial path that actually works for YOU.

Which of these would help?

Financial Literacy and Group Coaching

to help you unlock your inner money nerd in an affordable and accessible way

Permission to Dream: Personalized Retirement Strategy

to feel confident that you’re on the right track for the future you want

Thrive With Money: 6-Month Coaching Program

to stop letting the “I’m not good with money” storyline hold you back

Ultimate Abundance Overhaul: Comprehensive Financial Plan

to shape up your finances across the board… without the overwhelm

financial planning for LGBTQ

For buds seeking more education and accountability for less dinero.

The Money Squad

Are you looking for accessible and affordable financial literacy education? Our Money Squad program is here to help! Includes:

✔️ 12 self-paced virtual webinar-style courses on budgeting, debt, investing, and more 
✔️ Dozens of financial templates, worksheets, and resource guides
✔️ An easy-to-access online portal 
✔️ An accepting, judgment-free approach to your personal finances

Timeline: Ongoing, at your own pace
Investment: Free (for now!)
YOU HAD ME AT FREE EDUCATION

For busy service providers & entrepreneurs.

Permission to Dream: Personalized Retirement Strategy

 

You’ve been proactive about planning, but you’re ready to feel the relief of knowing that you’re set up for the retirement you want. Here’s how we make that happen:

✔️2 one-hour consultation sessions
✔️Detailed investment advice based on your goal retirement age, lifestyle, and preferences
✔️In-depth review of your 401ks
✔️Tips to accelerate your progress
✔️Personalized retirement recommendations + Financial Action Summary checklist
✔️BONUS: 30 days of post-planning support

Timeline: 4-6 weeks
Investment: $1800 for couples, $1200 for individuals
GIVE ME MY CONFIDENT RETIREMENT PLAN
LGBT Wealth Management
Financial Planning for LGBTQ

For folks who are ready to STOP defining themselves as “bad with money”

Thrive with Money: 6-month Coaching Program

Ever referred to your financial situation as a “hot mess?” This one’s for you. This program is a judgment-free safe space to process your limiting beliefs, get on track with budgeting and debt, and find an approach to money that feels doable for you.

✔️9 private one-on-one Zoom sessions with your badass money coach
✔️Action steps that work with your life
✔️A custom spreadsheet with your personal budget and debt plan
✔️All content customized to your needs
✔️A non-judgmental safe space to work on money stuff
✔️Email support between sessions

Timeline: 6 months
Investment: $3000 (payment plan available)
YES, I WANT TO GET GOOD WITH MONEY
ÂĄEste programa estĂĄ disponible en espaĂąol!

For anyone craving a holistic approach to balance multiple financial goals

Ultimate Abundance Overhaul: Comprehensive Financial Plan

 

Ready to feel a little more harmony between competing financial goals? No matter what you’re navigating now, this comprehensive program sets you up with a sturdy yet adaptable financial plan to weather all of life’s curveballs.

✔️6 one-hour private financial planning sessions
✔️Flex sessions to cover what matters most to YOU
✔️Your Comprehensive Financial Plan doc
✔️A one-page Financial Action Plan checklist
✔️Your personal financial planning hub
✔️Education and accountability to empower your financial goals
✔️Direct support between sessions
✔️BONUS: 30 days of post-planning support

Timeline: 3-6 months
Investment: $3600 for couples, $2400 for individuals
SORT OUT MY WHOLE FINANCIAL LIFE
Family financial planning

Here’s how the process works:

Scope out the services

Read more about our programs and services and decide which works best for you. Whether you’re looking for LGBT wealth management, financial coaching, accessible money education, or retirement planning, you’ll find something to suit your needs.

Take the next step

Each service page gives you options for next steps. If you already know you want to book a service, you can head straight to checkout, and jumpstart our work together! If you have a question, you’re welcome to book a call with us first.

Get started!

After you’ve signed up, we bring you through a simple onboarding process and start working toward your financial goals together! You’re supported from start to finish, and we’ll make sure you’re set up for success at the end of your program.

Think it’s finally time for you to . . .

✔️ Stop letting lack of financial literacy education hold you back

✔️ Feel truly confident about your financial future

✔️ Stop seeing “bad with money” as a personality trait you can’t escape

✔️ Or get your financial sh*t together in general… but without the shame and overwhelm?

^^ Scroll up To choose your service and get started today! ^^