DON’T CALL IT A DREAM,
CALL IT A PLAN.
How do you manage your spending and saving to create your ideal lifestyle, without compromising the future? By creating an intentional financial & investment plan, and following it. I want to help you do that.
Though I can work with anyone, I specialize in financial planning for the following:
If you’re a graduate of medical, dental, law, or veterinary school, the #1 most important decision on your financial future is what pay-off strategy you choose for your student loans.
If you have student loans greater than $100,000, you cannot identify the best strategy without professional grade analysis tools and advice.
I’m half-Japanese and have lived over 3 years of my cumulative life in Japan and South Korea. Americans and international couples & families living in those countries must navigate tax planning and other financial decisions. If you have goals to move or continue living there, let’s build your financial plan around making that happen.
The Silicon Slopes movement in Utah has created a hub for tech companies to thrive. Pluralsight, Workday, and Domo are public companies with a strong presence in Utah, and provide many forms of employer stock benefits to their employees. This brings many opportunities for important tax and investment planning considerations when managing ISO’s, NSO’s, RSU’s, ESPP’s, and more.