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.
Develop a strategy for your money, get help actually doing the work, and adapt the strategy as your life changes. Includes investment management.
Develop a strategy for your money, and walk away knowing what you need to do to implement it.
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.