“Failure to plan is planning to fail.”

Benjamin Franklin

In this quote, I think the essence of financial planning is captured.  People often avoid making any sort of plan financially and as a result, they never reach their potential, living paycheck to paycheck and always dreaming about ‘someday’. Making a strategic financial plan is not only something I can help you with, it is something I will get you excited about every step of the way!

I believe that everyone, no matter their financial situation or background, can learn to manage their finances for their personal benefit and for the benefit of the people and issues they value.  At their core, finances don’t have to be scary, and with the right information they aren’t.

My educational background, accreditation, and work experience give me a strong foundation of knowledge to help you start to plan.  But more than that, my passion for helping people allows me to meet you where you are and help you move forward to where you want to be.

Some people think that there is a one size fits all salutation to personal finance.  But I disagree, I think that personal finance is just that, personal.  If you are looking to develop financial strategies for your particular situation aligned with your values, while learning about the financial world in a relaxed and informative setting, I would love to help you learn and grow!