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Holistic Approach

It's about more than money

By design, my services extend beyond the numbers in supporting you as a whole individual.  Depending on your needs and interests, the scope of our work together can include: 

  • Career Transitions

  • Aligning your finances with your values 

  • Cultivating an abundance mindset

  • Incorporating a spiritual practice

  • The Enneagram

  • The Happiness Project

  • Referrals within a deep network of experts in estate planning, taxes, legal issues, long term care, real estate and many others. 

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