Featured Book & FAQs

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—$500 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'.

Yes. Walk You To Wealth is a 100% fee-only fiduciary financial planning firm with transparent monthly flat-fee pricing.

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.

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™, Certified Fraud Examiner (CFE), 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.

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.

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.

Financial therapy combines technical wealth strategies (taxes, investments, cash flow) with behavioral psychology to address the emotional side of money. While traditional financial planning focuses strictly on the math, financial therapy helps clients overcome money anxiety, navigate marital financial conflict, and build healthy spending habits. Guided by a Certified Financial Therapist (CFT™) and CFP®, Walk You To Wealth addresses both the numbers and the mindset.

No. Walk You To Wealth is a strict flat-fee, fee-only fiduciary firm. We do not take a percentage of your portfolio (AUM fees), sell financial products, or collect commissions. You pay one straightforward, transparent flat fee for comprehensive financial planning, tax strategy, and investment management.

We believe in transparent, flat-fee pricing with absolutely no hidden fees or surprises:

Comprehensive Financial Planning: $500 per month. Best for ongoing management, wealth strategy, and proactive planning.

No. We do not have any income or asset requirements. Our goal is to make financial planning accessible for everyone.

Yes. We utilize a formal client agreement before getting started. This is designed to ensure complete transparency, outline clear expectations, and provide mutual protection for both parties from day one.

No. There is no minimum commitment or lock-in period. While we focus on building enduring, long-term wealth partnerships, you retain complete flexibility to adjust or stop your services at any time.

Walk You To Wealth is a registered investment advisor in MA and FL, serving individuals and families across the United States who are committed to building wealth through simple, flat-fee, and unbiased financial planning.

We specialize in helping:

• Individuals and Couples: Whether you are starting out, dealing with debt, growing your assets, or getting ready to enjoy your retirement, we empower you to gain financial control.
• Clients Seeking a Holistic Approach: We integrate financial planning with money-mindset coaching to help you overcome behavioral hurdles and financial anxiety.

No Asset Minimums: Our flat-fee, fiduciary model ensures everyone, regardless of current wealth, receives conflict-free advice.

Yes, we provide virtual financial planning services to residents of Dover, MA, and throughout the greater Boston area. Our model is built for anyone who values high-level fiduciary advice at a flat-fee without needing to visit a physical office.

We are open Monday to Friday from 8:00 AM to 6:00 PM (ET) and Saturday from 9:00 AM to 12:00 PM (ET).

Walk You To Wealth is registered and licensed to provide comprehensive financial advice and tax-efficient planning to clients in both Massachusetts and Florida. We also service clients in the vast majority of U.S. states.