Frequently Asked Questions

We are a virtual, flat-fee fiduciary firm serving clients in Massachusetts, including Dover, MA, Florida, and across the U.S. Our unique value is combining traditional financial planning with money mindset coaching. By using a flat monthly subscription model—$99 for coaching or $299 for comprehensive planning—and requiring no investment minimums, we make professional fiduciary advice accessible to anyone ready to build wealth, not just those who have already 'arrived'.

I didn't grow up in the financial planning industry. I spent years in executive-level roles at firms like Fidelity, Coinbase, and Kraken, viewing the financial world through a different lens. I eventually realized that something critical was missing from the traditional landscape: a model that combined technical rigor with the behavioral side of money. I saw that even with an overwhelming amount of information available today, people were still paralyzed by anxiety and a lack of clear direction. I decided to build exactly what I would want to pay for as a client—a virtual, flat-fee firm where investment management is included and there are no asset minimums. As a Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Certified Financial Therapist™, and Personal Financial Specialist (PFS), I help people bridge the gap between financial math and money-mindset. My technical foundation includes a Bachelor of Science in Accounting and an MBA from Fairfield University. Beyond my work with clients, I share this expertise as an instructor at Columbia College and Regis College, and through my book, Walk You To Wealth.

We use secure video conferencing to host virtual financial planning sessions for couples. This allows both partners to participate from home or office, ensuring equal alignment and a safe space to discuss both the technical and emotional aspects of their money story.

The biggest mistake I see is people trying to solve emotional money problems with purely technical solutions. People often feel like they are 'bad with money' because they can't follow a spreadsheet, but they don't realize they have behavioral blocks or a 'money story' from their past that is getting in the way. Another mistake is waiting until you have a certain amount of assets to seek help. You should hire a fiduciary to help you build your wealth, not just manage what you’ve already saved.

Yes. We are a Registered Investment Advisor (RIA) in Massachusetts and Florida, which means we are legally obligated to act in your best interest as a fiduciary advisor.

Yes. Walk You To Wealth is a fee-only and flat fee fiduciary advisor with transparent monthly pricing.

The most rewarding aspect of this work is getting to be a small part of major life moments. It’s helping a single mom confidently buy her first home, guiding a couple through early retirement so they can travel the country, or helping partners prepare for their first child. It’s also incredibly fulfilling to work with someone who has finally retired and is trying to figure out how to transition from saving to actually enjoying their money. Moving away from a corporate environment to help individuals and couples navigate these real, emotional milestones is easily the best career decision I’ve made.