The heart of Friendly Money is our one-on-one strategy sessions. We'll use video conferencing sessions to dig into your specific situation and goals, work together on crafting your plan, and of course, answer any financial questions that you have.

Together we'll create a fully personalized plan with a suggested budget, asset mix guide, and action items for now & later. The plan is delivered in easy-to-follow steps designed to minimize complexity and maximize value for you.

We give you access to robust explainers -- based on years of research -- on financial concepts you should know, like investing for retirement, budgeting, and US taxes. Mini-explainers for any other topics you're interested in can be provided upon request.