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Life is More Than Money
Making great money when you're young means you get the opportunity to build your future with certainty.
Just like you.
Your 30s & 40s are filled with important seasons and transitions of life. When you have the ability to earn well during your younger years, those life decisions can carry a lot more weight.
That's where I come in.
I know these struggles because I live them too. I work alongside you to create a roadmap that works towards your goals and gives you permission to be present in your life. Our partnership is an ongoing relationship so that you don't have to stress about all of life's details.
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The three ways I'm compensated:
Financial Planning
Financial planning provides clarity and direction for your goals, values, and future. Delivered as ongoing guidance on a subscription basis, with a simple monthly fee, always centered on your best interests.
Investment Management
We design and manage portfolios tailored to your objectives, balancing growth and risk. Compensation is a percentage of assets under management, fully aligned with the scope of work and your success.
Insurance Placement
Insurance safeguards what matters most. We recommend only what planning identifies as essential, never more. Compensation comes through commissions, yet every decision is planning-first, ensuring coverage fits your true needs.
Intentional Finance Newsletter
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Join the hundreds of professionals looking to become more intentional with their finances... without the confusing jargon.
Each week you'll receive a newsletter with real stories from my experience working with people just like you.