I believe that by merging my client's goals, values, behaviors, resources and technology into a simple process called Financial Life Planning, I can ensure my clients can live the life they want and know they will be okay.
As a Financial Advisor with an expertise in Financial Life Planning and Behavioral Finance, I build Financial Plans for Millennial, Generation X, and Baby Boomer clientele based on their answers to three powerful questions.
Life's too short and fragile, so if this visit puts you in a better situation than before, that's great! But if you feel that your life plan warrants a 30 minute intro call, I'd really love to help you. I do not believe in "account minimums." If you want help, my door will always be open for you when you're ready. Either way, thanks for stopping by!
Financial Life Planning
My Financial Life Planning process connects the dots between your financial reality and the life you long to live.
My Financial Planning and Financial Advising process of determining whether and how you can meet life goals through the proper management of financial resources.
I believe that everyone should understand the process and philosophy of their investment portfolios. I also believe in investing with a purpose. Your portfolio should represent your values and be tailored to what is important to you. I specialize in ESG/ SRI Investing.
Events and markets cannot be controlled, but how we manage our reactions to them can be. Achieving results is about how we predict and manage our behaviors.