We paint a picture of your financial life and help you make smart money choices so that regardless of what your future holds, everything falls into place.
Comprehensive financial planning that encompasses all areas of your financial life.
Investing to generate a positive social and environmental impact alongside a financial return.
Tax planning, preparation and filing for individuals and families.
“My role is not to judge, or say ‘no’, but to make sure you considered all of your options and understand the ramifications of your decisions. With good planning, you’ll have more power than you think you do - whether it’s to retire early, pay less in taxes or maximize your portfolio for a changing future.”
“I want my clients to feel confident, educated and reassured in their financial journey. My clients are in the drivers seat, but I am here to keep them accountable and on the right path towards reaching their goals.”