Hi, I’m Ethan.
I’m a fee-only financial planner, a CERTIFIED FINANCIAL PLANNER™ professional, and the founder of Planning for Progress. I’m passionate about helping clients navigate our complicated financial system and achieve their financial goals. Together, we can create a unique plan to fit your individual needs and goals.
My approach to financial planning
Your partner in navigating the financial world
The rules of our financial system can be confusing, and they are often set up in ways that prevent people from securely providing for themselves and their children. As your guide, we will work together to align your financial life with your personal goals and navigate the many twists and turns of life.
You don’t have to sacrifice your values to build financial stability.
I believe strongly that we each have a role to play in improving our communities and creating a more just world. Too often, we are posed with choices that seem to pit our personal well-being against that of others. I help clients chart a path that ensures they are both taking care of their own long-term financial needs and doing what they can to leave the world better than they found it.
Why I became a financial planner
Before becoming a financial planner and starting Planning for Progress, I spent almost a decade working in the labor and economic justice movements. Through that work, I gained a passion for working one-on-one with individuals and families to empower them to take control of their financial futures and be an active part of creating change in their workplaces and communities. But I also saw how many people were in a position of financial precarity not as a result of their job or their landlord, but because of capitalism itself and how hard it is to navigate its financial systems and structures. I realized that without direct assistance in planning for and achieving
short and long term goals, too many in my generation would be left worse off than their parents. I love being a financial planner because I get to help people pay off their debts, save for the future and achieve the financial sustainability they may have previously thought was impossible.
I am also still an active part of movements for social and economic justice. I am the elected secretary-treasurer of the Nonprofit Professional Employees Union, IFPTE Local 70, and am actively involved as a volunteer with multiple organizations dedicated to creating change in the Washington, D.C. region.