Contact

Work with Me

While financial advisors generally manage wealth, as a money coach and mentor, I provide the education and guidance my clients need to build wealth. I help my clients understand the basics of personal money management and how emotions and behavior can and do affect their saving and investing decisions – and, ultimately, their ability to achieve financial independence. In the end, my goal is to empower my clients to make informed money decisions on their own. I help them develop the skills they need to “steer the ship” and “stay on course.” 

As a money coach and mentor, I provide unbiased, conflict-free personal finance advice for an hourly fee. I am not a financial advisor. I am not licensed and registered with the Financial Industry Regulatory Authority (FINRA), which regulates the financial services industry. I do not manage investments or sell investment products or insurance. I cannot give you specific investment advice or make specific investment-related recommendations. As an example, I will never provide a specific asset allocation recommendation to move a percentage of your assets into stocks, bonds, etc., but I will educate you about the intricacies of asset allocation so that you can independently make an appropriate decision for yourself based upon your unique goals, time horizon, and risk tolerance.

Send a Message