A starting point for where you are.
Whether you're ready for full wealth management or beginning with a planning engagement, there is a path designed for your situation. Every engagement leads to the same place: a financial life that genuinely reflects who you are.
Comprehensive Financial Planning
A full planning engagement built over 6–8 weeks, integrating your complete financial picture and your Human Design profile into a personalized Prosperity Plan with clear, prioritized action steps.
Five 90-min meetings over 6–8 weeks
· Cash flow, tax, retirement, estate & insurance
· Human Design & Gene Keys integration
· Personalized Prosperity Plan
· Ongoing monthly or quarterly coaching
VIP Fast-Track: Money Code Plan
For entrepreneurs and founders who want results quickly. Two VIP half-day intensives — complete Prosperity Plan delivered at the second session, implementation begins immediately.
Two VIP half-day intensives
· Complete Prosperity Plan at session two
· Deep energetic blueprint integration
· Full financial strategy — all areas
· Monthly alignment & money story work
Full Wealth Management – AUM Partnership
For clients with significant investable assets. Financial planning, institutional investment management, and Human Design coaching — one integrated team, one comprehensive engagement.
All financial planning services included
· Investment management: bonds + growth
· Human Design analysis with Lauren Ammon
· Money story coaching & inner work
· One integrated team around your life
You've been looking for this. Here we are.
The first conversation is about you — your situation, what's worked, what hasn't, and what you want to build. No pitch, no pressure. Just an honest conversation about whether we're the right fit.