Coaching & Consulting
My clients receive financial counseling and financial tools that aim to encourage healthy, productive communication with employers and family around money and finances.
I also guide you through the process of understanding your money values in order to help you build a legacy for your family.
My philosophy is that while everyone needs to have a core financial plan and strategy in place to meet financial goals, most anyone is capable of managing their own investments over the long term.
As a fee-based consulting and coaching service, with a zero-commission, zero-conflict of interest policy, I will also help you hold those involved with your investments accountable.