Welcome

On this site I share my approach to financial empowerment including how to make money a positive force for creating happiness and contentment in our lives. 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

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 more than six months of salary saved,
  • less than $500,000 in their portfolios, and
  • are between 25 and 45.

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.