Work With Me - Young Families

Your family is growing and so is the financial complexity. I’ve been there myself, and I get that there can be so many questions. Insurance? How much, and what kind?  Will or trust, what do we need?  What costs should we expect, and how can we plan for them? Where does college funding fit, if anywhere, into our plans?

Many parents of young kids feel tremendous anxiety along with their excitement, and my goal is to help relieve that anxiety and help you feel confident in making the right financial decisions for you and your family.

Let's Talk


We'll use this time to get to know each other, discuss your initial questions, and decide if we're a good fit to work together going forward. 

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