let's start the conversation
Have a question, concern, or would just like a second opinion? Please fill out the form below to start a conversation. I look forward to hearing from you!
(Ready to schedule a call or video meeting now? Click this button.)
It takes all types in this wide, wild world, but experience has shown that the best results come while working with clients who
• are in the wealth-building phase of life (30-50, at least a decade until retirement)
• want help aligning money decisions with values and life goals
• are interested in delegating investment management
• want to simplify and reduce stress from money decisions
• are proactive, intentional, and ready to engage
• want help managing both the big picture and the nitty gritty
If those descriptions sound like you, we might be a great fit! Let's start a conversation to find out.