Book a call. Ask me anything about your money.
45 minutes, one-on-one. Bring your Roth IRA, your crypto, your questions, or just the money stuff you've never had a safe place to ask about. I'll help you understand your options and get set up right - the decisions always stay yours. No judgment, no jargon, no rush.
One 45-minute call. Pick a time that works for you.
What we can cover
This is your time. Come with one specific thing or a whole list - we'll spend it wherever it's most useful to you.
A second set of eyes on your setup
Already opened a Roth IRA or a crypto account and not sure it's set up the way you think? We'll walk through it together so you know it's done right.
Getting started with crypto, the right way
The account, the security basics, the mechanics of your first buy - so you're not learning it from a random YouTube comment section.
The questions you've been Googling for months
Bring the stuff you're still unsure about. Contribution limits, where to start, what to prioritize first. No question is too basic.
Anything personal finance
Budgeting systems, how to think about your money, what order to do things in. If it's on your mind, it's fair game for the call.
How it works
- 1
Book your $89 call and pick a time that works for you.
- 2
We hop on a 45-minute video call and spend it on whatever you brought.
- 3
You leave with clarity and a short list of concrete next steps you can actually take.
Before you book, the honest fine print
This call is educational and process-focused. I am not a licensed financial advisor, and this is not investment, tax, or legal advice. I'll help you understand how things work and how to set them up correctly - the accounts, the contributions, the security, the mechanics. You make every decision, and I won't tell you which specific investments to buy or predict what any of them will do. For advice specific to your situation, talk to a licensed investment or tax professional.
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