Welcome to the No-Guilt Zone®
Our 3-step meeting process gives you judgment-free clarity and shows you what working with us feels like.
We do our best work with
Women and families who want guidance, education, and empowerment on their financial journey
They’re seeking to turn their complex financial situations into clear, simple next steps.
And are seeking a collaborative long-term relationship with a financial copilot
They want judgment-free listening, long-term guidance, and a lifelong relationship.
Who are willing to pay our annual fee for ongoing planning and support
Our annual fees range from $7,500 to $40,000 for ongoing planning and investment management, depending on the complexity of your situation. We don’t have asset or income minimums because we’re open to new relationships at any stage of life.
How it works
15-Minute Intro Call
Schedule a 15-minute call to discuss your situation and mutually decide if our expertise is a fit for your needs. We’ll also determine whether you meet our client criteria and are ready for a No-Guilt Life.
There’s no obligation to move forward on either side, and we’ll only take the next step to a No-Guilt Conversation if there’s mutual interest.
1-Hour No-Guilt Conversation
The next step is a one-hour meeting with William (in office or via Zoom). Before we meet, we’ll send you a short questionnaire asking high-level life planning questions to give us a snapshot of your life.
We’ll spend the majority of the meeting diving deeper. We will have a judgment-free conversation about experiences around money, exploring what’s going on in your life and where you’d like your journey to take you.
If there’s still interest in moving forward, we’ll schedule a follow-up meeting to discuss how working together would look.
45-Minute No-Guilt Proposal
Once we have a high-level understanding of your bigger picture, we’ll have a conversation about our life-centered financial planning philosophy. You’ll see exactly what we’ll accomplish together and an outline of our basic recommendations for your situation.
You’ll walk away with a clear understanding of how our No-Guilt Zone® Process works and actionable next steps. You’ll know exactly what it will cost to work together and have a proposal outlining our work together.
Ready to Get Started?
Ready to Get Started?
