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.

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


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