Us

How This Works

What is financial planning, anyway?

What's the Process?

Really, the simplest way to explain how this works involves two steps:

  • We determine what it is you want to achieve.
  • We realign your finances to make that happen.

Sounds simple, right? Not so much. It's a big project, but that's why I'm here.

Of course this involves digging into investments, taxes, insurance, debt, budgeting, retirement planning and much more. You'll get expert advice on those topics but more importantly, I ensure that the solutions are tailored to you. This means keeping your priorities in focus both for how the solutions should affect your life but also the lives of those around you -- near and far.

What's the Outcome?

The outcome can be the knowledge that you're looking after your own financial well-being while feeling good about your choices.

The outcome can be a thrilling vision of your financial future writ large or a more modest plan for saving for the future, whether the days are sunny or cloudy.

The outcome is up to you because we work together along a path we design together.

Contact me for a no-cost consultation and we can get started exploring how I can help you get what you want: meaningful finances powering a meaningful life.

 

WHAT IS SRI?

Socially responsible investments (SRI) integrate environmental, social, and governance factors (ESG) into the management and selection process for investments. There is growing evidence this reduces risk and leads to superior long-term financial returns [1]. There are a wide variety of mandates at play including green investing, community investing, and impact investing.

OTHER FREQUENTLY ASKED QUESTIONS

Have other questions? Check out my FAQ or contact me directly.