No costs, no commitments.
Financial planning can be a bit overwhelming. That’s why your first meeting is on me.
Dedicated to helping individuals, business owners and professionals develop financial and life planning strategies that align with their needs, values, goals and risk tolerance.
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For collaboration pitches, press inquiries, and other requests, please contact me directly via email.
Frequently Asked Questions
I don’t just do house calls. Actually, the majority of my clients are remote so thanks to technology we can work anywhere in the United States.
No, I don’t base my fees on asset or income minimums. I do require that you are able to meet my base fee requirements as well as have a positive attitude and motivation.
Yes, a dog and a cat. Hudson is our very attentive rescue-mix, an Australian Shepherd, Border Collie and Welsh Corgi. We’re still not sure how all three made it into the pedigree but that’s what his rescue papers say. And, our cat Hemmingway – adopted during Covid. She’s a humorous tabby that prefers to sleep on her princess pillow throughout the day.