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.