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My Approach
I incorporate a behavioral based approach to financial planning that blends the psychology of finance with traditional financial planning. I create financial plans that are aligned with your core values, emotions, and money behaviors to ensure effectiveness and impact. I'm a fee-only financial planner, meaning I'm compensated solely through fees paid directly by my clients. I don't earn commissions or receive compensation from the sale of third-party products, such as mutual funds, insurance, or other investment products.
The Clients I Serve
AAPI, Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Physicians & Healthcare, Single Parent, Teachers & Educators, Women & Female Leaders
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Compensation Changes, Death in the Family, Early Retirement or Financial Independence, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Finances evolve over time, especially during life events. I provide ongoing financial planning relationships with my clients to help them navigate those changes. Memberships allow my clients to have full access to me via text & email, receive a financial plan, and have ongoing coaching to accomplish their financial goals. Membership levels vary based on complexity of plan, frequency of coaching calls, and client needs.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.