I was a college professor for many years and now I teach couples how to approach retirement with confidence.

It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financial lives.

Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.

Planning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech workers.

Helping working families keep more of their money and reach financial independence faster.

Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my career. I thoroughly enjoy assisting others with achieving their financial goals. I have two years of tax preparation experience, participate in the Annual Filing Season Program and have over a decade of experience in financial planning, counseling, and education with individuals from all walks of life. I pride myself on being a lifetime learner and hold specialty financial designations in military finance, tax and special needs planning. As an hourly, advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me. I work completely virtual, and can work with anyone in the United States.

No nonsense, advice-only planner who dreams of everyone having a financial plan.

I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.

I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.