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HOW I HELP
Get the guidance you need to take your financial life from "mediocre mode" to "Wealth Mode".
- 3-4 meetings per year with a CERTIFIED FINANCIAL PLANNER™
- Appointments on weeknights and weekends
- Virtual/video call meetings for convenience
- Affordable monthly billing instead of large fees for each meeting
- Fees adjusted to your level of need (income, net worth, complexity, etc.), not on assets
- No asset minimums - can work with anyone!
WHO I HELP
RECENT COLLEGE GRADS
serving clients in-person and virtually ACROSS THE u.s.
Feel free to schedule a brief, complimentary phone call, or send me a brief message here.