Financial therapist
Leads your session and works through the emotional and behavioral side of your goal, so the plan fits how you actually live.
Your Table
Your financial team, finally in the same room.
Right now, your therapist doesn't know your accountant, and your accountant doesn't know your advisor. You're the one repeating your story and carrying every decision alone. Your Table puts the people who touch your money, and the person who understands your relationship with it, around one table, working from one plan.
You bring the goal. We bring the people it takes to get there.
What's included
Your core table, built in from day one
Every table starts with the same foundation: the three people it takes to hold both the numbers and the story behind them.
Bookkeeper or daily money manager
Comes in already knowing your numbers, so the whole table works from the same reality.
Project and operations manager
Your one point of contact from application to sign-off.
Build out your table
Add the specialists your goal calls for
If your goal touches something more specific, we bring in the right person. Specialists are added only when they're needed, priced to your goal, and confirmed with you before your session is booked.
Money
- Financial advisor
- Tax strategist
- Accountant
Protection
- Insurance specialist
- Trust and estate attorney
Big purchase
- Mortgage lender
- Realtor
Everyone you add reviews your details ahead of time through our trusted network of partners, so no one meets you for the first time in the room.
Why it works
What changes when everyone's in one room
Your team, talking to each other
No more relaying the same story to five people, or watching one professional's advice quietly contradict another's.
Everyone at the table, once
One session instead of months of separate calls. The right people hear the full picture at the same time.
A plan you actually leave with
Not homework. A written plan built in the room, with the people who help you carry it out.
Two follow-ups within 90 days
We check the plan against real life and adjust what needs adjusting.
Your table might be right if
You have a goal that touches more than one professional, like a home purchase, a business decision, a debt you're ready to close out, or an estate plan.
You're tired of repeating your story.
You want one plan, not five opinions.
Maybe start smaller
If you want one focused hour on one thing, The One Thing is a better first step.
See The One ThingHow it works
From application to a plan you can act on
Apply
Answer a short set of honest questions about where you stand and what you're solving for. This is how we determine fit, not a formality.
We review
We review your application to confirm the fit and start shaping what your table needs to look like.
We build your table
Your core team is confirmed. If your goal calls for a specialist, we recommend who and confirm the cost with you before your session.
The session
Everyone at the table, briefed and ready, works through your goal together and builds your plan in real time.
Two follow-ups
Within 90 days, we check in twice to see how the plan is holding up and adjust what needs adjusting.
FAQ
Why an application instead of just booking?
Because the table has to be built around your actual situation. The application is how we make sure it's the right fit and how we know who needs to be in the room.
What if I only need the core team?
That's exactly what the $2,997 covers. Specialists are for when your goal reaches beyond the core team, not a requirement.
How much will my table cost?
The core table is $2,997. If your goal calls for a specialist, we tell you exactly who and what it costs before your session is confirmed. No surprises on the day.
How do we meet?
Online, by video.
What happens after the two follow-ups?
Many people continue with ongoing support. We'll talk through what makes sense once we see how your plan is holding up.
This is financial therapy and education. It isn't investment, tax or legal advice.
Ready for your table