Personal Financial Strategies

Use your money to take care of you.

Money touches every part of your life — but it doesn't have to feel overwhelming. Between career changes, growing families, and competing goals, it’s easy to feel like you're supposed to “have it all together” by now.

I help you cut through the confusion, get organized, and build a plan that actually fits your life.

How it Works:

Step 1: Start with a Conversation

We’ll grab coffee, hop on Zoom — whatever works best. This is where I learn what you’re juggling, what you want, and what’s keeping you up at night.

Step 2: Do the Math

I’ll take what I’ve learned and crunch the numbers. We’ll talk about what’s possible and what’s realistic based on your goals. I’ll walk you through your personalized strategy and options. We’ll decide together what to apply for — no pressure, just clarity.

Step 3: Work the Strategy

Your life isn’t static, and your strategy shouldn’t be either. We’ll check in over time to make sure everything still fits, and make updates as life changes.

Ready to get started?

Let’s talk about what’s on your mind and see what kind of plan makes sense for your life.

Schedule your consultation

Protect your family – now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy.

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