coaching & consulting

Looking for a little extra
guidance and accountability?

Money isn’t super complicated. 

Budgeting isn’t rocket science. 

Most people can file their own taxes if they learn a little about tax law. 

And retirement planning? Just a bunch of numbers.

So, why do so many high-earning, intelligent, incredibly capable people feel like they just don’t have a firm grasp on their financial life? 

There are a lot of reasons, and none of them have anything to do with a lack of intelligence or skills. The financial services industry thrives on making everything seem complicated (especially investments!). Conflicts of interest, sales of questionable products and public scandals ensure that there is an overall lack of trust in the industry.

There are “real” financial advisors out there that truly have their clients’ best interests at heart, but they are few and far between. And, most only work with people with at least half a million in assets. Wouldn’t some quality financial advice be helpful to help you get to that point?

I can help walk you through creating your own financial plan step-by-step so you can take charge of your own financial life

No conflicts of interest, no pushing other company products for commissions–just education, resources and personal accountability to help you achieve your dreams and goals. My background in taxation as a Certified Public Accountant and in personal finance as a CERTIFIED FINANCIAL PLANNER™ (and , of course, my passion for all things money) make me uniquely qualified to help you navigate the complex topics involved in creating your financial plan.

I’m here to help you sort out the money aspect of your life so you can focus on the rest of it. Because it’s really not about money. Money is just a tool to help you create the life you really want.

join the waitlist

Please fill out the following form to be notified when the coaching program is expected to open (likely Fall 2024). Some services may be available sooner, depending on the topic, length of time to complete, and–realistically–the craziness of my life at any point in time.

financial empowerment begins here.

Because… it’s not really about money after all. It’s about being able to live your life free of money concerns and focus on the things that are the most important to you. Here’s to living a life of meaning and purpose!

Note: as I am not a registered investment advisor, I do not and cannot provide specific investment advice, such as recommending specific asset allocations or specific mutual funds, stocks or other investments that may be suitable for you. I can, however, educate you on general investing principles, how to best optimize contributions to tax-deferred and tax-free accounts for tax purposes, and provide you with clear and actionable resources to help you take action.