The nesting plan
Our Guide to Financial Security
A planning process built on clarity, transformation, and long-term stability
My financial planning process is inspired by both my name and my philosophy. Jaskółka means “swallow” in Polish — a bird that symbolizes hope, renewal, and the journey home. Just as swallows build their nests with care and return to them year after year, we believe financial planning should provide both structure and a sense of belonging.
That’s why we created The Nesting Plan — a four-part process designed to help you find clarity, take confident action, and build a lasting financial home that supports the life you want to create.
True North - We begin by clarifying what matters most - your values, goals, and the life you want to create.
Take Flight - You will receive a customized plan that translates clarity into action, giving you the tools and direction to move forward with confidence and conviction.
Steady Wings - With the plan in motion, we continuously adjust and refine together - providing structure and steady guidance as your life and priorities evolve.
The Nesting Plan gives you more than direction - it gives you the confidence to move forward and the support to stay the course.
The Nesting Plan
Why choose us?
A Relationship-Driven, Fiduciary Approach.
Fee-Only Fiduciary
We are legally and ethically obligated to act in your best interest-always. As a fee-only firm, we do not accept commissions, so our advice is never influenced by product sales or third-party incentives. You can expect clear, objective guidance tailored solely to your goals.
Clarity & Confidence
Planning that makes sense. We make it easy to understand where you stand today, what is possible, and what to do next. With clear expectations and a focused plan, you will never feel lost in the process or unsure of your next step. Now that's Wealth Planning. Simplified.
Proactive Partnership
Communication is key. We are with you beyond the initial plan - helping you adapt as life, markets, and priorities evolve. Our relationship is built on trust, consistent communication, and a shared commitment to your goals. We are here for you.