I'd love to work with you if you:

  • are ready & eager to take control of your financial life.

  • believe there's a lot more to life than accumulating stuff.

  • 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.

  • think costumes are for adults just as much as for kids.

I'm not the right advisor for you if you:

  • believe there is only one "right" decision when it comes to personal finances.

  • 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

  • always choose money over time or experiences.

  • are rude to waitstaff, baristas, Uber/Lyft drivers, or really, anyone.