I help clients who want more than a financial advisor. They want someone who can improve the impact of money in their lives. My approach is non-traditional and liberating. I combine a focus on the joy and inspiration in life with more expected investment and financial planning. I eliminate the anxiety often associated with this planning as I help clients make smart decisions while keeping the process relaxed, engaging, and inspiring.
The People I work with have varied backgrounds with their own exciting and unique lives. We explore their money purpose and goals and use this as a foundation for organizing their financial life all with trust, confidence and transparency.
In taking them through my Wealth Confidence™ System, I help uncover their individual money aspirations. What do they want money to do in their lives? We then align their financial goals with their private beliefs and match them to tailored investment solutions. The result is a personalized investment and financial plan unique to each client. That’s the difference I offer and hope to share with you.
I bring my 20+ years of planning, investment management and life coaching to clients personally. Given this, my practice is intentionally limited so that I can live my own dream of delivering the highest level of work to engaged clients while also allowing some time for fun.