Authentic Life Financial Planning Has Launched!

After years of working as a financial advisor—and spending the last 18 months supporting advisors behind the scenes—I’m excited to announce the launch of Authentic Life Financial Planning. This new chapter is focused on helping professionals in their 30s, 40s, and 50s, especially those with equity compensation, design a life that feels truly authentic.

Why I Started Authentic Life Financial Planning

Life isn’t just about numbers or following a traditional financial path. It’s about figuring out what you really want and aligning your finances to make that life possible. That’s the foundation of Authentic Life Financial Planning. I work with clients to clarify their goals and create a personalized plan to turn that vision into reality as quickly as possible—whether it means early retirement, a new career adventure, or simply feeling more in control of your finances.

How I Help Clients

At Authentic Life, I offer two core services:

• Initial Financial Life Plan – A one-time, comprehensive plan that gives you a personalized roadmap to reach your ideal life.

• Ongoing Planning – Continuous support to adapt your plan as life evolves, with ongoing guidance on equity compensation, tax strategies, cash flow, investments, and more.

What’s Next?

I’m looking forward to partnering with professionals who are ready to align their finances with their goals and take control of their financial future.

If you’re interested in learning more, schedule a complimentary 30-minute meeting with me here. Let’s explore what’s possible and build your Authentic Life together!

Thank you for your support and encouragement as I take this exciting step!