Achieve financial freedom & pursue the work and life you were born for.
Let me be your financial guide.
How Can I Help You?
Do you long for more meaningful work, work that aligns with your values and purpose? More than two thirds of U.S. employees are unfulfilled in their jobs.(1) I believe that we make the greatest contribution to the world when we pursue work that inspires us.
If concerns about financial security are stopping you from pursuing life on your terms; whether that is a career change, early retirement, or launching your own business, I want to help. My mission is to provide mid-career corporate employees with a financial plan that gives you the confidence to pursue your highest aspirations in your career and in life.
Before pursuing the dream of running my own financial firm, I spent many years working for technology corporations. I understand the tradeoff between pursuing a career move that you will love, and sticking with the one that you know. One feels exciting but risky while the other feels unfulfilling but secure.
What you want is out there. If you would like to create a plan to escape your cubicle, I would love to help. Let’s work together to create a financial plan that gives you a road map for success and the confidence to follow your dream.
To pursue the work and life you were born for.
COMPREHENSIVE FINANCIAL PLANNING
Financial planning is an ongoing process that must adapt to changing circumstances in your life. We take a holistic approach, integrating the unique elements of your financial situation with your life goals.
Whether you decide to manage your investments yourself, or have us take that job off of your plate, we will help you to develop an investment strategy based on low cost index ETFs and mutual funds that supports achieving your goals.