We bring the same level of care and strategy used by the ultra-wealthy — to everyday people. College grads, growing families, and retirees deserve a real financial plan too.
Disclosure: Common Ground Wealth provides financial education and coaching only. We are not a registered investment adviser or a CPA, and we do not prepare or file tax returns. Nothing on this site constitutes personalized investment advice, a solicitation, or a recommendation to buy or sell any security.
What we offer
Every corner of your financial life, covered
From your first budget to your retirement plan — we meet you wherever you are and help you build from there.
Budgeting & expenses
Build a budget that actually works. We track where your money goes and find room to breathe, save, and grow.
Financial planning
Debt strategy, savings goals, and a full plan built around your actual life — not a one-size-fits-all template.
Risk & diversification education
We help you understand your risk tolerance and the principles behind diversification so you can invest with confidence.
Education only
Retirement planning
401(k), Roth, Social Security timing, withdrawal strategy — a real path to retirement you can live on.
Net worth tracking
We map every asset and liability so you always know where you stand — and where you're headed.
Life transitions
First job, new baby, marriage, divorce, inheritance — big changes deserve a fresh financial look.
Tax guidance
Year-round education on tax-smart strategies — deductions, account types, and timing. We don't prepare or file returns.
Ongoing coaching
Monthly check-ins and message support so you're never left guessing between sessions.
A note on investing: we teach you how to think about risk tolerance, diversification, and low-cost investing principles so you can make confident decisions. We don't recommend specific securities or manage your money — for that, we'll always point you to the right licensed resource.
Simple, honest pricing
No hidden fees. No upsells. Just clear packages built around what you actually need. Start with a free call — no obligation, ever.
"No dumb questions, ever."
Written recap after every session
We track your progress over time
We celebrate every milestone with you
☕
Intro call
Free
Let's see if we're a good fit — no pressure, no pitch.
Disclosure: Common Ground Wealth provides financial education and coaching only. We are not a registered investment adviser or a CPA, and we do not prepare or file tax returns. Nothing on this site or in any session constitutes personalized investment advice, a recommendation to buy or sell any security, portfolio management, or tax preparation services. Discussions of risk tolerance, diversification, and investing or tax principles are educational in nature. For investment management or specific securities recommendations, please consult a licensed, registered investment adviser; for tax preparation or filing, please consult a licensed CPA or tax professional.
Ready to book a package
Getting started form
Before any paid session, this helps me understand your full financial picture so we make the most of our time together. Takes about 10 minutes — everything is confidential.
Our story
The ultra-wealthy have always had access to great financial guidance. Everyone else deserves it too.
We spend our days working inside a world most people never see — managing complex financial strategies for ultra-high-net-worth families. The level of care, planning, and proactive thinking that goes into that work is extraordinary.
And it made us wonder: why doesn't everyone get this? A college grad with their first paycheck, a family trying to buy their first home, a retiree worried about outliving their savings — they all deserve the same thoughtful guidance.
That's why we started Common Ground Wealth. No jargon. No pressure. Just a friendly financial coach sitting across the table from you — like a conversation over coffee with a friend who happens to know a lot about money.
Who we work with
College grads
First job, first budget, first real financial plan
Growing families
Homes, kids, debt, and building real wealth
Pre-retirees
Making sure the money lasts as long as you do
Anyone ready
To stop guessing and start planning with confidence
How it works
Simple, warm, no pressure
01
Free intro call
30 minutes over coffee — virtual or in person. We talk through where you are and where you want to go.
02
Your financial snapshot
Use our free tool to map your full picture — net worth, budget, debt, retirement outlook, and more.
03
Your personalized plan
We review everything together and build a clear, actionable plan tailored to your life and goals.
04
Grow together
Ongoing check-ins, life changes — we're with you for the long haul, not just one session.
Free financial snapshot tool
Your complete picture in minutes
Fill in what you know. We'll calculate your net worth, cash flow, capital sufficiency, and generate a downloadable spreadsheet — no sign-up needed.
This snapshot is for educational purposes only and does not constitute financial advice. Numbers are estimates based on the information you provided. Common Ground Wealth is not a registered investment adviser.
Before we talk
Quick intro form
Fill this out before booking your free call — takes about 2 minutes and helps make our conversation as useful as possible.
Let's talk
Your financial journey starts with a conversation.
A free 30-minute call — no commitment, no pitch, no jargon. Just an honest conversation over coffee about where you are and where you want to be.