Money isn’t everything…

But it touches every aspect of your life, from your physical and emotional well-being to your relationships, career, and everyday experience.

Since 2003, I’ve helped people with money, first as an investment analyst, then as a CERTIFIED FINANCIAL PLANNERTM Professional, and now as a money coach and mentor.

Through years of working with people all along the wealth spectrum, I’ve learned that financial security and fulfillment have little to do with how much money you have, and everything to do with how you think about and relate to money.

I’ve known people with big incomes and big investment portfolios who worried about money all the time. And I've known people with modest incomes and investments who always had enough — and then some! — to live fully and happily.

The difference?

Clarity, intention, and a sense of purpose with their money that allows them to make financial decisions easily and confidently and to use their money in ways that bring them joy and peace.

My goal in working with you is to help you experience financial freedom – and not just the freedom to pay your bills or support your lifestyle. I’m talking about freedom from uncertainty and stress around money. Freedom to live authentically, engage in work that lights you up, and pursue your passion.

The best part?

You don’t need a giant investment portfolio to do this. You can develop the mindset, skills, and habits you need, regardless of your current financial situation.

Are you ready to get started?

Schedule your complimentary Strategy Session now.

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