Who’s Not a Fit

My process isn’t for everyone.

If you’re looking for a quick fix, one-time transaction, or someone to “beat the market,” I’m probably not the right planner for you.
My work is collaborative and intentional, built on long-term relationships where we think beyond investments to how every financial decision aligns with your life’s bigger purpose.
If you’re ready to be an active participant in your financial journey, we’ll work beautifully together.