I believe that financial planning should be a healing modality, reestablishing and finding peace in one’s relationship with wealth. When done right, it is my view that working with money should be a stress reducing process that allows clients to feel the sense of peace and calm that comes along with knowing that their finances are in order and they are making well-informed decisions. I believe in the power of Social Impact Investing and the profound effect investing with your values can have on your finances and the world. I take pride in my ability to ask the right questions, listening closely to your answers as I strive to make sure you feel confident that the advice I provide best reflects your unique dreams and goals.
Investors could experience increased risk when limiting investment choices to a specific industry sectorthat may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution,and involve investment risks including possible loss of principal and fluctuation in value.