I'd love to work with you if you:
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are ready & eager to take control of your financial life.
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believe there's a lot more to life than accumulating stuff.
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are comfortable using technology. I use several web based tools, so clients must be comfortable with (securely) sharing files online, aggregating financial accounts, and often meeting via video calls.
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think costumes are for adults just as much as for kids.
I'm not the right advisor for you if you:
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believe there is only one "right" decision when it comes to personal finances.
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want advice on how to find the perfect investment or hot stock tip. Investments are one piece of a financial plan, not the whole thing
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always choose money over time or experiences.
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are rude to waitstaff, baristas, Uber/Lyft drivers, or really, anyone.