Work With Me
We’d love to work with you if you:
- are eager to take control of your financial life.
- are comfortable using technology.
- believe there’s a lot more to life than accumulating stuff.
- think costumes are for adults just as much as they’re for kids.
We’re probably not the right fit for you if you:
- believe there is only one “right” decision when it comes to personal finances.
- want advice on how to get rich quickly or find the perfect investment.
- always choose money over time or experiences.
- are rude to or look down on waitstaff, baristas, uber drivers, or really, anyone.
“My unique business model allows me to work with anyone, regardless of their current amount of assets. Most people I work with are between ages 25 and 45, and are working to balance family and careers. They’re smart, successful, driven, and are looking for a guide as they make important financial decisions.”