Let’s Understand “Why?” Before We Answer “How?”

“Should I exercise my stock options? How much house can I afford? My financial life is so complex, I don’t know what to do next!”

Sound familiar?

I can help you answer all your financial questions. I’m The Expert, ya know. But first we both have to understand the kind of life you want, and the values and priorities dearest to you. Otherwise, you get cookie-cutter advice, and this is the one time when cookies aren’t the best thing ever.

We start our work together by exploring The Big Questions.

Find out more about each of the services I offer, how much they cost, and how we would work together.

Ongoing Financial Planning

Develop a strategy for your money, get help actually doing the work, and adapt the strategy as your life changes. Includes investment management.

One-Time Comprehensive Financial Plan

Develop a strategy for your money, and walk away knowing what you need to do to implement it.

Speaking Engagements

Help your colleagues understand how their money works, and how it can work for them. Concise, unstuffy talk about what really matters in personal finance.

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Do you want to know even more about how I can help you?

You might be surprised

WANT TO LEARN MORE?

CONTACT ME