A financial planner connecting the emotional and economic sides of money.
“Be kind, for everyone you meet is fighting a battle you know nothing about.”
– Wendy Mass
How I got started on this path
My uncle showed me what looked like a magical spreadsheet in high school of two different investors. One investor diligently saved for six years right after college and stopped forever. The other investor spent money for six years and then started saving every year until age 65. At age 65, they had similar amounts.
I was hooked by the miracle of compounding.
During college, my introductory finance course affirmed my childhood hunch; personal finance was for me. I loved every assignment. I was the nerd that built additional spreadsheets for each assignment because I was genuinely curious. The realization I could get paid to help people make better financial decisions and talk about money every day was a blessing.
My career as a financial planner was born. More than 14 years into my career, and I still love it. I love the questions people ask. I love the juggling of what makes the most sense financially and the intangible, emotional side of money.
And most importantly, I love seeing the positive impact financial planning has on lives.
Completed Projects
How to Help Your Parents as They Age
How to Help Your Parents as They Age: A Financial Planner’s Guide to Caregiving is a book meant for people trying to protect their parents as they age, but it’s just as helpful for those who are aging who are trying not to be a burden on their kids and simplify their life to make it easy on their loved ones when they die.
This book exists because I spent seven years on a caregiving rollercoaster journey after my dad was diagnosed with stage iv lung cancer and experienced him trying to live at home for as long as possible, being taken advantage of financially, and having to live out the last few months of his life at a horrible adult family home.
I want you to avoid the mistakes we made, learn how to set proper boundaries, and how to build a team to help you.
Book for people in their 20s and 30s about finances
Money Lessons for Change: What They Should Have Taught You in School is a book meant for people in their 20s and 30s to learn the money lessons that can set them on a better financial course in life.
This book exists because I kept receiving the question from clients, “What resources would you recommend for my kid or grandchild?”
I had a few resources, but not enough. So, I created the book in response to that question.
Possible Future Projects
To Be Determined
I’ve “checked off” a few of my bigger projects the past few years. We’ll see what the future holds.