Frequently Asked Questions
I’m not a psychiatric nurse practitioner. Can I still work with you?
Yes! Our services are designed with psych nurse practitioners in mind, but I can work with people from all walks of life who want to visualize their ideal future and create a plan to bring it to life.
Do I need a certain amount of money to work with you?
No. There is no minimum account size.
Do you require me to move my money to you to manage?
No. You may continue to manage your accounts.
What happens if I need to cancel?
We’ll review any work I’ve already completed for you and you will only be charged for completed work. If that’s is less than your upfront payment, you’ll receive a refund for the difference.
I’m married. Will you work with just me?
I only work with both individuals in a committed relationship. Doing so avoids conflicts of interest and ensures alignment and implementation of shared goals.