At the Table
Financial Therapist
Nashira leads the session, working through the emotional and behavioral side of the goal on the table: the habits, the history, and the decisions that got you here, so the plan actually fits how you live.
A Seat at the Table
Right now, your therapist doesn't know your accountant. Your accountant doesn't know your advisor. And you're the one stuck repeating your story and carrying every decision alone.
A Seat at the 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
Every Seat at the Table starts with the same foundation: the three people it takes to hold both the numbers and the story behind them.
Core Package
At the Table
Nashira leads the session, working through the emotional and behavioral side of the goal on the table: the habits, the history, and the decisions that got you here, so the plan actually fits how you live.
At the Table
A vetted contractor who comes in already knowing your numbers, not guessing at them. They keep the day-to-day financial picture accurate so the whole table is working from the same reality.
At the Table
Your single point of contact from the moment you apply to the moment you sign off. They keep the paperwork moving, the table coordinated, and the follow-ups on the calendar.
Why It Works
Most people's financial team has never spoken to each other. Here's what's different when they finally do.
No more relaying the same story to five different people, or watching advice from one professional quietly contradict another's.
One session instead of months of separate calls and phone tag. The right people hear the full picture at the same time, together.
Not a list of homework. A written plan built in the room, in real time, by the people responsible for helping you carry it out.
The plan gets checked against real life. We adjust what needs adjusting so it holds up past the day you built it.
Anyone joining your table, core or added, reviews your details ahead of time. No one meets you for the first time in the room.
The table is shaped by what you're actually solving for, whether that's a home purchase, a business decision, or a debt you're ready to close out.
Build Out Your Table
Your core table covers the therapy and the day-to-day numbers. If your goal touches something more specific, we'll bring in the right specialist for an additional cost, confirmed with you directly once we know what your table needs.
Every specialist you add attends the session already briefed, having reviewed your details ahead of time through our trusted network of partners. You'll never spend your session catching someone up.
How It Works
A Seat at the Table starts with an honest application, not an open sign-up, so we build the right table around the right goal.
Answer a short set of honest questions about where you stand financially and what you're solving for. This is how we determine fit, not a formality.
Nashira and the team review your application to confirm this is the right fit and start shaping what your table needs to look like.
Your core team is confirmed. If your goal calls for a specialist, we'll recommend the add-ons that make sense and confirm cost with you before the session.
Everyone at the table, briefed and ready, working through your goal together and building your plan in real time.
Within 90 days of your session, we check back in twice to see how the plan is holding up against real life and adjust what needs adjusting.
Before You Apply
Because the table has to be built around your actual situation. The application is how we make sure this is the right fit for you, and how we know who needs to be in the room before you ever get there.
That's exactly what the $1,497 covers. Add-ons exist for when your goal touches something outside the core team's scope, like a home purchase or an estate plan, not as a requirement.
Once we know your table, we'll walk you through exactly who's being added and what it costs before your session is confirmed. No surprise charges the day of.
Many people continue with ongoing support through our other services. We'll talk through what makes sense once we see how your plan is holding up.
Ready for Your Seat