Welcome

ztpicI help my clients turn their personal finances into an engine for creating happiness and contentment in their lives. So many people find that financial issues create stress. Stop worrying and start tackling the issues! Let’s do it together.

On this site I share my approach to financial empowerment. I am available for personal, couples, or group financial coaching sessions.

Are you in any of these situations?

  • considering buying a home,
  • planning for children,
  • managing an inheritance,
  • working through ethical/spiritual questions connected with money and investing,
  • merging finances with a significant other — or wanting to improve this aspect of a relationship,
  • needing a financial check-up,
  • feeling overwhelmed financially,
  • planning a wedding,
  • imagining a career transition, or
  • wanting to feel more financially secure
  • intrafamily lending and subsidizing–how to manage it fairly and successfully

If any of these situations applies, then you should consider thinking it through with someone with relevant experience. I would be delighted to work with you. These are just a few of the potential topics–let me know what’s on your mind and I’ll let you know if I can help.

I focus on working with clients who:

  • have an income stream (typically, but not always, a job)
  • less than $500,000 in their portfolios, and
  • are between 22 and retirement.

If that’s you, great! If not, that’s okay too.  Either way, I hope you’ll get in touch with me so that we can discuss and figure out whether we’d be a good match. Please contact me using the form on the contact page.