Start With Your Story.

A Practical Money Conversation.

Income, spending, debt payments, cash reserves and goals. For couples, the focus is combined income, shared expenses and responsibilities.

Remote sessions, with local face-to-face meetings by arrangement in the greater Asheville-Hendersonville area. Other travel arrangements can be discussed.

Proposed session takeaway: a written action list and a planning worksheet. Availability and price will be confirmed before booking.

Educational coaching and accountability. Not therapy, investment advice, mortgage brokerage or tax/legal advice. Scope is being finalized before paid sessions.

Payments are non-refundable except where required by law.