Who I do It For

Do you want to feel more confident about the financial decisions you make?

Have you been repeatedly thinking “If I just had more time to educate myself I could figure out a better plan for my current financial situation and future goals?”

Has your life gotten busier, more complicated, and you still haven’t found that time?


If the questions above describe you, you are like many of the clients that I work with. Smart and successful professionals, they are used to managing their resources and educating themselves on the best choices.

At some point, however, life gets complicated, and the stress builds. Oftentimes it is a specific event that will push one to act – an inheritance, a goal, an opportunity, or parenthood. You’ve been thinking about your finances for a while and this event sets you into motion.


  • You want a process to help you make complex decisions.
  • You want to be confident about what you are doing with your money
  • You need ongoing advice from someone that you can trust. Someone that holds your interests above their own. Someone who is credentialed and competent. Someone who will make the calls on your behalf, who knows where to go when they don’t know the answer. Who will work behind the scenes to keep things running smoothly.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future