I’m taking on a small group of 3–5 beta clients for a hands-on, high-touch version of Open Book.

This starts with Clarity Sessions—a structured deep dive into your full financial picture. Together, we’ll organize your accounts, understand your net worth, and make sense of what’s actually happening beneath the surface. From there, we’ll translate that clarity into real decisions aligned with your life, not just generic advice.

This is collaborative, honest, and practical. You’ll leave with a clear view of where you stand, what matters most, and how to move forward.

What to expect:

• 1-3 deep-dive Clarity Sessions (60-90 minutes each)

• Full financial organization + net worth view

• Decision support tailored to your life and goals

• Direct access to me throughout the engagement

Beta pricing: $199 fixed price per Clarity Session for individuals or $299 fixed price per Clarity Session for Small Businesses. Cost of Clarity Sessions includes pre-work and post-work from Kristin, including full access and comms as we go.
(in exchange for feedback as I refine the model)

If you’re ready to stop guessing and start making confident decisions, I’d love to connect.