Removing the (financial) barriers to your creative spirit

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The Retreats

exploring who you are outside of Excel.

Designed as a deeply personal exploration, we’ll meet for two full day retreats, one month apart.

A specially chosen, comfortable and private space near you (or online if you prefer).

Together we will discover your perspectives and preferences and get a clear picture of the state of your resources. I will guide you to insights about yourself, where you want to go, and how to get there.

At the conclusion, you will have a vision of what a rich life means to you and a comprehensive, uniquely pesonalized financial plan to back it up.

Some of our faaaaavorite topics:

INVESTMENT ADVICE

How can I make my money work for me now and in the future?

CASH FLOW

How can I stabilize my cash flow so I can enjoy life now while still taking care of future me? 

RETIREMENT

How can I build a foundation for financial independence? 

TAXES

How can I reduce taxes to have the freedom to use these funds as I like?

ESTATE PLANNING

How can I communicate my wishes and provide peace of mind to my loved ones if I become incapacitated or pass away? 

MANAGING RISK

How can I protect myself and my close ones from the unexpected? 

ATELIER PRICING

We’re transparent about our fees, and offer flexible options for different budgets.

Ready to listen to your whispers?

THE REVIEWS

ARE IN...

[Ginger] was an amazing listener and accommodated my unique situation.

I felt that I had a partner, and that I had someone knowledgeable and 100% aligned with my interests on my side.

(S.H., Recent Collaborator)

We'll keep a close eye (or two) on your plan to make sure things are on track. If anything gets out of whack, we'll let you know! That's Maintenance Mode.

Plus:

What's stopping your true expression? 

It might be stress, worries, or inhibitions. With Atelier, we'll get to the bottom of it...