Personal Financial Guidance for Life Transitions

Providing compassionate financial support and guidance for individuals navigating major life changes that impact their financial and emotional well-being.

Services Include:

  • Financial planning and emotional support for major life events  (marriage, home purchase, new baby, divorce, etc.)

  • Clarifying complex financial terms and legal documents

  • Navigating relational money conflict between partners

  • Exploring your values and priorities to guide financial decisions

  • Cash flow planning and budgeting that aligns with your life goals

  • Gentle guidance through financial agreements and options

  • Supportive partnership during emotionally charged financial transitions

  • Creating actionable plans that honor both practical needs and emotional readiness

This is ideal for

  • Individuals facing unfamiliar financial territory during times of change

  • People seeking both financial expertise and emotional support through transitions

  • Those who want a compassionate partner to help navigate financial decisions during stressful times

  • Approach

    A holistic approach that integrates financial expertise and therapeutic insight to support mental, emotional, and financial well-being during life’s transitions.

  • Investment

Hourly rate $250 per hour OR Financial Planning Package $2,500 - $5,000

* Sliding scale available based on individual circumstances

Book a complimentary call today

  • I worked with Iris on the heels of a huge period of transition in my life - a divorce

    She was, and continues to be, an invaluable and trusted advisor in helping me re-establish a holistic financial roadmap. She's more than a financial advisor. She looks at the whole person and takes into account quality of life, the nuances of life post-divorce (with children), plus aging parents, and all the other intricacies of modern life. She does so with support and encouragement, and you leave her sessions feeling like it's all possible. I highly recommend working with Iris. 

    — Meagan M. | Individual

  • Working with Iris made the often anxiety provoking task of looking at my finances not only feel less overwhelming, but actually interesting and fun.

    Iris left me feeling empowered, educated, and interested in my financial portfolio in a way that I never have before. Since working with her, I have a much greater sense of agency and empowerment that will serve me for years to come. Her warmth and encouragement is something I have never encountered before in a financial advisor. I highly recommend working with Iris!

    — Amanda M. | Individual

  • As a self employed independent contractor with no 401k or retirement plan, I reached out to Iris for guidance.

    At 44, I felt a little ashamed not to have approached this sooner. Iris assured me that it was better late than never to discuss my finances. I felt supported speaking with someone that I align with and not just a "financial planner". It was helpful to start the process off by envisioning how I feel about money and how I picture my life in retirement. Being that our life after work encompasses more than money, it was nice to visualize what is most important to me and how best to plan ahead for that future vision. Iris guided me with suggestions on what retirement vehicle would work best for me as an independent contractor and I am excited to embark on investing in myself.

    — Jess W. | Individual

  • Iris is literally a gem - a precious discovery who will increase your wealth materially as well as spiritually.

    She not only shares her financial knowledge - but also her humanity in a deep way that makes me more aware of my own barriers to achieving financial freedom and health.

    — Bonnie W. | Individual

Work with Me

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