© 2023 by FinancialServices. Proudly created with  Wix.com

  • s-facebook
  • Twitter Metallic
  • Google Metallic
  • s-linkedin


I regard your personal information as sacrosanct.
Neither your information nor your identity will ever be shared.

I accept payments by check, Square, Paypal, and Venmo.

To avoid charges for missed sessions, please cancel 24 hours ahead of your scheduled session.

For my rates and to set up a free initial conversation with me, please book a consultation. Sessions begin at 2 hours and require prep time. I serve clients in the San Francisco Bay Area, and I also offer sessions via Skype when meeting in person isn't possible.


1. Please schedule a consultation with me to begin.

2. I will talk with you by phone for a free, initial half hour to be sure that what I offer aligns with your needs, and to answer any questions either of us may have.

3. We’ll talk through and confirm the details of your first session.

4. I will meet you at your home, where you and I will begin working together on your projects (yours is loaded with the software you need). If/when meeting is not possible, I also offer sessions to individuals anywhere via Skype.

5. I will email you an invoice, to be paid at the end of our session.