How will your Equity Compensation pay for your Authentic Life?
I help equity-compensated professionals live the life they want today while securing their future.
My Approach
Initial Financial Life Plan
Like a GPS, we need to know where you are and where you want to go to optimize your finances. The Initial Financial Life Plan is a one-time service that helps you assess your current financial situation, define your ideal life, and map out the changes needed to make it a reality.
Ongoing Planning
After completing your Initial Financial Life Plan, we can work together to implement the financial and life changes needed to make your Authentic Life a reality—starting now.
Get in Touch!
Schedule a free 1:1 introductory session with me to discuss your financial planning needs
