Providing objective, practical & as-needed advice to answer your personal financial questions.
I founded my personal financial planning practice to serve people seeking help with their financial questions. I saw a need for affordable, objective, and customized advice that is frequently sought but often difficult to find. To make my services accessible, I charge an hourly or project fee. Regardless of current circumstances, I seek to assist my clients to continually improve their finances. My aim is to help clients gain clarity and confidence so they can pursue their definition of financial success.
It can be challenging to make effective financial decisions when you are busy starting and growing your career and or family. I feel I can have the greatest impact on clients who are in there 20s and 30s because financial decisions and habits that are created now will shape their life’s journey. That is why I help clients answer the following types of questions:
- Can I afford to purchase my first home?
- How much should I be saving?
- How do we merge our finances now that we are married?
- What should I do with the equity compensation I receive from my employer?
- How do I balance saving for retirement with paying off my student loans?
- What do I need to do financially, now that we’re starting a family?
- Does buying a rental property make sense?
- What should I do with the inheritance I received?
- What benefits am I offered through my employer and how do I utilize them?
- How should I invest my retirement account through work?
- What other types of accounts or investments would be right for me?
- Can I afford to work less, switch careers or go back to school?
- Now that I have my first job, how do I get started?
I’m based in Monterey, California and have a satellite office in San Francisco. I primarily work with clients virtually who are in California and also further afield. This doesn’t affect my process or services and clients prefer it for its convenience.
Whether you have a particular event or question or seek a general financial assessment I can assist and guide you. If you would like to better understand and strengthen your finances please contact me to schedule a get acquainted phone call.