High On Empathy, Low On Bullshit

Planning for Financial Independence

A life of focused financial intention takes dedication and a deeply personal plan. Now that you’ve found your determination to discover this life, let’s help you learn to live it.

High On Empathy, Low On Bullshit

Planning for Financial Independence

A life of focused financial intention takes dedication and a deeply personal plan. Now that you’ve found your determination to discover this life, let’s help you learn to live it.

Your Financial Planner

We’ll work through the questions and answers that nurture more intentional money decisions, helping you actualize what enough means for your life.

Working closely, I’ll support you on your path to financial independence as we:

Provide context for your finances and your money habits.

Gain clarity on your values, goals, dreams and ambitions.

Coordinate and improve your understanding of your cash flow and net worth.

Understand your assets, obligations, earning and investment potential.

Challenge your perceptions around spending, earning, saving and investing.

Make the substantive changes to manage your money (and your life) with intention.

Coordinate and plan for your resources now and in the future.

For Those Determined to Change

You dream of financial independence. You’re inspired by FIRE. You have a willingness to make lasting and necessary behavioral changes. If that’s you, then let’s realize your version of financial independence together, with a financial plan, awareness tools and the personal guidance you need to succeed.

Guiding You Along Your Path to Independence

Your custom financial plan is personal, an effective resource for discovering your unique motivations for financial independence. Together, we’ll craft your plan and cultivate the personalized and disciplined accountability you need to make it work.

More Than Just Financial Plans

It’s your desire for something more from life that makes your financial plan meaningful. Coaching, coordination and personal examination will make it real, tangible and actionable.

Together we will find your FI and design a clear path to get there. You don’t have to do this alone – it would be an honor to be your trusted guide.

Certifications

More Than Just Financial Plans

It’s your desire for something more from life that makes your financial plan meaningful. Coaching, coordination and personal examination will make it real, tangible and actionable.

Together we will find your FI and design a clear path to get there. You don’t have to do this alone – it would be an honor to be your trusted guide.