Ready for more financial confidence?
You are unique and so are your dreams.
What if I told that you that your hopes and aspirations were possible? As your Money Person, I listen first. I don't have a one-size-fits-all solution or approach to money. Instead, I like to dive into what matters most to you. Think of me like a guide - helping you understand confusing financial concepts, brainstorming solutions to money problems, and custom-designing a plan to live the life you want. This journey is all about YOU.
Packages Built Just For You
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Money Mindset Program
Are you ready to completely shift your financial self? In this 4-month program, we’ll dive into every piece of your financial life - the emotional parts and the numbers - and truly change your Money Mindset. If you’re wanting to feel confident about your money and your ability to use it, this is for you. Let’s create your best life.
This program is also the gateway to ongoing planning if that’s what you’re looking for.
Fee: 2% of your Annual Household Income
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More Money Matters
Are you a do-it-yourselfer or just getting started on your finances, but you’d like an expert’s help to answer a few questions to make sure you’re on the right track? Then this one-time session is perfect for you. During our hour together, we’ll cover 2-3 of your most pressing financial concerns.
You’ll walk away feeling empowered about your money and confident you’re on target to reach your goals.
Cost: $750 / session
Who is My Money Person?
Hi! I’m Ashley — your go-to person for all things money. I’ve been helping people gain financial confidence for over 10 years. Through listening & using my skills as a CFP® Professional, I can guide you to a life that aligns your money with what matters most to you. No matter your season of life, background, or current financial status, I’m here to be your Money Person.