I am committed to helping my clients align their financial lives with their goals, priorities and values.

My business reflects my experience as a financial planning client. The planner delivered a thick document full of irrelevant information and then tried to sell me complicated investments. After several frustrating meetings I found a fee-only planner who helped me understand my overall financial picture, get appropriate insurance, and organize my investments. I realized how valuable a planner could be to help regular people like me navigate the financial complexities of life.  

Over time, understanding my financial situation better encouraged me to pursue long-time personal goals, including relocating and starting my own business. Although my career in community development finance was fascinating, challenging, and rewarding, I was ready for a change. I chose financial planning because I had a long-time interest in socially responsible investing, wanted to work one-on-one with clients and apply my finance skills, and wanted to continue to feel like I was making a positive difference.