About

In my financial planning practice, I focus on working with adventurous families who prioritize living life to the fullest, both now and in the future. I believe that we should die with zero, meaning that we should be spending our money and living life in alignment with our values all the way through, not just at retirement. I guide and support these families through an ongoing and comprehensive financial planning process to help them manage their money effectively, plan for their next adventure, and navigate life's unexpected financial challenges. Cash flow planning is crucial to me because it is available to everyone, no matter their financial situation and can directly impact their life in a tangible and meaningful way. By understanding and optimizing cash flow, I empower my clients to make informed decisions, allocate resources wisely, and ultimately work towards building a secure financial future while still enjoying the present to the fullest.