I am a CERTIFIED FINANCIAL PLANNER TM professional who specializes in fee-only comprehensive, holistic financial planning. I am a student of behavioral finance, so I try to understand my clients’ unique situations, goals and values and then guide them to align their financial resources and behaviors to achieve their objectives.
While I may identify needs for various financial products, I do not offer or sell any financial products; my expertise is in providing objective guidance, coaching, planning, and advice. This is to ensure that my recommendations are free from potential conflicts of interest. My only goal is to help you improve your financial situation and your relationship with money. That can be through my blog, coaching you, creating a financial plan for you, or through my book, Living Inspired and Financially Empowered: Aligning Our Spiritual and Material Lives.
Live Inspired, Financially Empowered!