To be the one trusted advisor from whom my clients seek ongoing advice that is focused on their unique financial situation and considers their habits, behaviors, and tendencies in financial decision-making, and with whom they build a growing, healthy, general resilience to financial changes in their lives.
As part of a long-term relationship with my clients, I provide the holistic, coaching-based, behavior-centric financial planning and advice my clients need to help make smart, well-informed decisions about their money and financial lives.
