Build a Working Life that Honors your Values

Financial planning can help.

Invest in your relationship with your money

Decisions around money can be daunting—especially if you're ambivalent (at best) about capitalism and have no desire to become a day-trading finance bro. I can help you learn what you need to know and make the moves that serve your goals and values

Enhance the impact you can make

How much more of a difference could you make—in your community, your field, or even in the lives of your family members and friends—if you were able to leave your money worries behind?

  • Sessions: Get Organized 🗂️ Exploring Possibilities 🗺️ Plan Delivery 📊 Interested? Let's talk.

  • We will meet at least three times per year (and as often as needed) as we work together to implement your financial plan. I'm here to answer questions, nudge you toward action and update your advice as life changes. Interested? Let's talk.

  • We will meet at least three times per year (and as often as needed) as we work together to navigate the road ahead. I'm here to answer questions, nudge you toward action and update your advice as life changes. Interested? Let's talk.

  • We'll organize your accounts, tackle one to three financial planning questions, and set up your online financial hub. Book your session here.

  • We will focus on a personal finance topic of your choice and set up your online financial hub. See a list of topics and book your session here.

Speak with me and see if it’s right for you.

There’s no commitment, pressure, or obligation.