Why

To attack the most pressing financial issue you face today

What you can expect

Up to two complimentary sessions that result in confidence that you are making the right decision – even if it means working with a different advisor.Tell me what you’d like to address and provide any relevant information before our meeting so I can prepare to help you think through the challenge you face. We will have a 45 minute Zoom call where we will match my technical knowledge with the challenge you face, moving you closer to a resolution that builds toward your Best Financial Life.

Who Is This For

Someone who is ready for true financial improvement by living intentionally with their finances. I require no minimum asset levels. I only require an honest desire to solve whatever financial challenge is in front of you.