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.