Book your free Introductory Consult to see if one of these Core Services meets your needs – or to request a custom quote. Whether or not we decide to work together, I promise you will get expert insight out of the meeting to make it well worth your time. Contact me and we will talk!
Small Business Owners
You need more expertise in managing your financial structure and systems, but you don’t need a full-time employee or department (yet). Get holistic analysis and strategies to inform your leadership and defend your accomplishments. Your plan will give you clarity and confidence with Heather as your Business Bestie or Financial Co-Pilot
Unincorporated
Business Bestie
- Ongoing Support $200/mo
incorporated
Financial Co-pilot
- Ongoing Support $340/mo
Taking The Helm
You need to reboot your financial house to fit you perfectly now through to your Estate. You want to talk Death and Taxes, or be a Regenerative Ancestor, or Take The Helm in the wake of significant change. We will get you captaining your money with joy and grace.
Regenerative Ancestor
- Ongoing Support $250/mo
Taking the Helm
- Ongoing Support $120/mo
Death & Taxes
- Ongoing Support $200/mo
Custom Planning
Request a custom quote in your free Introductory Consult if you think I might be a match to your Financial Planning Needs, even though they don't quite fit a core service.