I take a conversational, question-driven approach to financial planning because the best solutions start with truly understanding your story. I work closely with individuals and families who want to be intentional with their wealth—not just for today, but for the next generation.If we work together, we’ll start by exploring questions like:
- What do you want your money to accomplish beyond your lifetime?
- How do you want to support your family without creating dependence?
- What values do you want your financial decisions to reflect?
If these are the kinds of conversations you’ve been looking for, I'd welcome the opportunity to connect.