Holistic financial planning to secure your children's future and empower you to live your best life.
PHILOSOPHY
Money can't buy happiness.
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But it can buy freedom. The freedom to control your time and do what matters most to you.
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Use this freedom to live by your values, maximize your health, spend time with people you love, and do something that gives you purpose, and you are likely to find your path towards happiness.
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This is why I do things differently.
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I focus on helping you grow your money, but even more on how you can use that money as a tool to set your kids up for success and get the most out of your life.
Helping you on this journey is what drives me every day. It’s what gives me purpose.
NOT YOUR TYPICAL FINANCIAL PLANNER
More Than Money
Focused on maximizing your life, not just your money
Holistic Advice
A partner for every area of your financial life and every big financial decision
In It Together
My family’s money is in the same investments as my clients
More Impact
Deliberately working with fewer clients so I can spend more time with you
Simplicty
From how we communicate to how we plan, there’s no unnecessary complexity
Sensible Fee Structure
One all-inclusive fee that's simple, clear, and fair