Maintain Your Momentum. Continue Your Alignment.

You've done the foundational work to connect your money with your life. The Ongoing Alignment service is designed to ensure those powerful insights become lasting habits through continued support and accountability.

Offered exclusively to clients who have completed our Discover engagement, this service provides a dedicated space to navigate new challenges and stay true to your financial vision. It’s the confidence that comes from knowing you always have a trusted thinking partner.

The Ongoing Alignment Service

This is a coaching retainer for continued support. As a fee-only firm, our only compensation is from our clients. This service, which falls under our financial planning offerings , is structured as a recurring fixed fee.

Your engagement includes:

• One 60-Minute Private Coaching Session per Quarter Your dedicated time to navigate new challenges, celebrate progress, and stay on track with your financial vision.

• Direct Email Access For timely questions and gut checks that come up between our quarterly sessions.

Quarterly Fixed Fee: $450