Money is a tool, and my job is to help you use it in a way that aligns with what you value. Success with your money is just a series of choices. Let's make them together.
Some questions I can help answer:
- Is it better to pay off my credit card or invest my savings?
- What should I do with company stock?
- How much should I save? What am I saving for?
- How do we integrate finances now that we are married?
- How do I make my lifestyle and income align?
- How do I start a side hustle?
- Should I buy or rent?
- How much insurance do I really need?
- Can I send my kids to private school? College?