You want help on your financial journey.                     I'm your independent guide. 

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We work together to solve one or two pressing questions and you leave with an action plan.

Financial Planning

We start with your goals & values and build a financial plan customized for you.

Speaking

Want an expert speaker on financial planning topics?  Schedule a workshop.

Focused Session

We work together to solve one or two pressing questions and you leave with an action plan.

SERVICES

403(b) & 401(k)

Your staff deserve a high quality retirement plan. I help schools & non-profits provide it.