Personal Planning
Managing your finances shouldn't feel like a second full-time job — especially when you're also navigating your career, relationships, and kids. I help you build a financial foundation that actually fits your life and supports the future you want.
For Business Owners
Running a business means making constant decisions — and it’s easy for your own financial planning to fall to the bottom of the list. I help you step back, look at the big picture, and build strategies that support both your business and your future.
For HR Leaders
You’re juggling open enrollment, compliance updates, and a dozen other responsibilities — managing employee benefits shouldn’t take up more time than it has to. I help HR teams simplify the process by taking on the education, support, and one-on-one conversations your employees need.