Services
Coming up soon:
Live Services
I’m not a traditional financial planner anymore - my services are a bit more unique!
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This live, 12-week group program teaches everything you should’ve been taught in high school, but through an anti-capitalist lens.
Standard price is $2K per person. Solidarity discounts and payment plans available.
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This is a live, 6-week program for life partners who want to choose teamwork under oppressive financial systems.
Standard price is $1200 per couple. Solidarity discounts and payment plans available.
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Work with me to create a custom financial plan over 6 months. I’ll review each component of your personal finances (cash flow, credit score, insurance, debt, savings, investments, property, life goals) and how they affect each other, and help you make the changes that will best support your goals.
Standard price is $4K per family, but may increase with complexity. Solidarity discounts available.
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If you need a private conversation after completing one of my other services, or just want to pick my brain for an hour, you’re welcome to book a one-off meeting with me.
My standard rate is $300 for a one-hour meeting. Solidarity discounts available.
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Want me to come speak to your employee resource group, non-profit constituency, or other group? I have a ton of content ready to go on topics like budgeting, queer finance, anti-capitalist finance, how to buy a house, retirement planning, and more! Book a free Fit Check with me and we can talk about it!
Workshop Recordings
What is the stock market? What is a 401(k) or a Roth IRA? How can I reduce harm when investing? I’ll give you all the steps you need to do your own investing, including options to keep it simple or go deeper.
Sliding scale $10 - 50 - 100
Budgeting should NOT feel like a diet or a test. Start by asking yourself: what do I want a budget to do for me? Then we can make a budget plan and a system that supports your goals and priorities.
Pay what you want!
Having debt doesn’t mean anything about you (except maybe that you’re a normal American). Let’s get strategic about how to make the debt hurt you the least possible, while still living your life!
Pay what you want!
For the baristas who suddenly have money to make decisions about, but don’t want to accidentally become capitalists. Let’s think through pragmatic upgrades for your life and your community.
Sliding scale $10 - 50 - 100