I understand on both a personal and professional level the moving parts of financial life. Whether it was paying my student loans in my 20s, buying a home and daycare budgeting in my 30’s or comprehensive employee stock plans throughout my married life, I have grown a passion for finance and enjoy helping others find a path through the woods of this subject.
The first step for every new client. This is where we organize and map out your current financial situation, find a path to meet your goals and set a timeline for action items.
Your portfolio is unique to you. Managing it can be fraught with emotional highs and lows. Let me be your partner to help you match your portfolio to your goals.
Today's retirement looks different than generations of old. Whether you are shifting your source of income or reducing the amount coming in, we work together to develop strategies to make your money work efficiently for your new life stage.
I help individuals and families, whose income includes equity compensation, organize, prioritize and plan around their financial goals.
Curated articles, videos, and more for a financially savvier you.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
What Smart Investors Know