Financial planning is more than charts and numbers, it’s about building a life that reflects your values, protects what matters most, and gives you the freedom to pursue what’s next.
When you work with me, you’ll receive:
- A personalized financial plan tailored to your goals, whether you’re growing a business, planning for your family’s future, or navigating a major life transition.
- Support for financial habits to help you stay focused, make confident decisions, and avoid common pitfalls, especially during times of uncertainty.
- Tax strategies designed to help you keep more of what you earn and make smart, efficient moves across your financial life.
- Protection beyond investments, including insurance and estate planning conversations to safeguard your loved ones and legacy.
- Ongoing adjustments and regular check-ins to ensure your plan evolves with your life, not just your portfolio.
- Education and clarity — I’ll break down complex financial concepts, so you always feel informed and empowered.
I work with individuals, families, and business owners, especially those who value long-term relationships, transparency, and a planning-first approach.
And as someone who speaks Spanish and has lived abroad, I’m especially passionate about supporting immigrants and international families as they build financial stability and success in the U.S.
Let’s start a conversation. I offer a complimentary consultation and would love to hear your story.