Financial planning and advice you can trust
Navigating financial decisions can be a headache. You deserve objective financial guidance tailored to your specific goals, needs, and values.
What I Do
Comprehensive Financial Planning
I want to be your partner and guide along your financial journey. By working together over time, we are able to create and implement a plan that reflects your values and priorities and make adjustments as your life unfolds.
Offered as a part of comprehensive financial planning, I am able to directly implement my recommendations and make sure your assets are working to advance your financial plan.
Group Workshops and Organizational Consulting
I love being able to bring financial education and information to groups including workplaces, unions, and community organizations on a variety of topics. I also offer short-term consulting packages for values-oriented organizations who need help to set up retirement savings plans.
Planning for your sustainable future
Identifying and reaching your goals
How should you be thinking about your money? What goals are appropriate for you and what is the best way to reach them? I help clients answer these questions and build financial confidence.
Managing student loans
I know how stressful student loans can be for my millennial clients. I specialize in assesing your current student loans and guiding you along the best repayment strategy possible.
The best time to start planning for retirement is right now, even if retirement is still 20, 30, or 40 years away.
Making an impact
I’m not just a financial planner. I’m also a seasoned labor and social justice organizer and I draw on this experience to help clients make an impact throughout their lives.
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Who I work with
Public Service Professionals
While I work with clients who have all types of jobs, I specialize in working with people who work at unions or non-profits, in federal, state, or local government or in other public service occupations, including journalists, healthcare providers, and social entrepreneurs.
Couples planning for the future
Starting a family comes with many financial decisions. What is the best way for you to combine your finances? How should you start saving for your child’s education? I work with couples in many stages of their relationships to answer these questions and more.
Progressives with inherited wealth
Receiving an inheritance can be an overwhelming experience. In addition to navigating complicated tax rules and ensuring that assets are invested appropriately, I work with clients in this situation to set up giving plans that reflect their values and dedication to creating a more just world.