I am a CFP® financial planner, coach and counselor. I believe that people can be the experts in their own financial lives, and sometimes all they need is a plan and guidance.
I have an inclusive practice, with a focus on reaching out to people who are misunderstood and/or are being underserved by more traditional financial advisors. I have an emphasis on working with do-it-yourselfers, members of the LGBTQIA+ community and non-traditional households/families of choice, including child free couples and individuals.
Financial planning starts with what is important to you, and reflects your values.
"It doesn't matter where you come from, but you need a plan to get where you want to go".
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