About Us

Around me people have peace of mind and power when they look to their future. We accomplish this by partnering for the long term, and applying a structured process to create customized strategies that are unique to you and your goals. With my background in personal coaching, and heart-centered entrepreneurship, I am a great advisor for people who know they should be "taking care of financial stuff" and aren't comfortable doing it by themselves- also busy professionals and business owners who appreciate the value of long term planning. LGBTQ+ & beginner friendly