Providing objective, practical and as-needed advice to answer your personal financial questions.
It can be challenging making effective financial decisions when you are busy starting and growing your career and or family. I have the greatest impact on clients in their 20s, 30s and 40s because financial decisions and habits, created now, will shape their life’s journey. That is why I help clients answer the following types of questions:
  • Can I afford to purchase my first home?
  • How much should I be saving?
  • How do we merge our finances now that we are married?
  • What should I do with the equity compensation I receive from my employer?
  • How do I balance saving for retirement with paying off my student loans?
  • What do I need to do financially now that we’re starting a family?
  • Does buying a rental property make sense?
  • What should I do with the inheritance I received?
  • What benefits am I offered through my employer and how do I utilize them?
  • How should I invest my retirement account through work?
  • What types of accounts or investments would be right for me?
  • How can I invest in a way that is ethical and socially responsible?
I’m based in Monterey, California and I work remotely with clients all over the country.