High Earning First Generation
A bigger paycheck won’t fix a missing plan. Give every raise a job before it arrives, or lifestyle creep will spend it for you.
Loading planner profile...
My Approach
I work with people who earn a good living but still feel behind: young professionals, new business owners, and couples combining finances. No asset minimum.
The Clients I Serve
Millennials & GenZ
Automate your savings on payday, before you can spend it. A small amount you never miss beats a big goal you keep putting off.
Major Milestones I Specialize In
Career Changes or Job Loss
List your bills by due date and pause what you can. Knowing exactly how long your cash lasts turns panic into a plan.
Getting Married and Starting a Family
Talk numbers before you merge accounts: income, debt, spending. You don’t have to agree on everything, just on one shared plan.
Starting a Business
Before you leave your paycheck, save enough to cover six months of personal bills. Runway buys you time to get the business right.
Also: Buying a Home and Relocation, Compensation Changes, First Job and Career Entry
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
Traditional planning often means one or two meetings a year. I work with you every month, with your real numbers in front of both of us. Every client gets free access to Planned, the app I built. It connects your accounts, tracks your spending automatically, and turns your situation into a scored financial plan with a clear list of next steps. So our calls start with what’s actually happening, not with gathering statements. What to expect: • A 30-minute video call each month to review progress, set goals and stay accountable • Your top goals as the focus, plus a seasonal calendar so nothing slips: taxes in the spring, benefits and insurance in the fall, a year-end review in December • Message me Monday to Friday, with replies in under 24 hours • Your plan reviewed and refined by me, not left to software No asset minimum, no products to sell, no commissions. A flat monthly fee with a 30-day money-back guarantee. It starts with a free 15-minute intro call.
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.