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:
Aligning your finances with your values
Cultivating an abundance mindset
Incorporating a spiritual practice
The Happiness Project
Referrals within a deep network of experts in estate planning, taxes, legal issues, long term care, real estate and many others.