You’ve worked hard to build wealth. But is your money really working for you — or are you just hoping it all works out?
👉 Not sure if your current savings can support the lifestyle you actually want?
👉 Wondering how taxes will hit your investments or retirement income down the road?
👉 Thinking about your next big move — but want a second opinion before you act?
If you’ve reached the point where “good enough” with your money isn’t good enough anymore — you’re in the right place.
💼Why Clients Work With Me
I’m a Certified Financial Planner who works 1:1 with professionals, entrepreneurs, and investors who are done guessing with their finances.
Fee-Only, No Commissions
No hidden agendas. No products to push. Just smart, conflict-free advice.
Tailored Strategy, Not Templates
Everything is customized — your cash flow, tax planning, and investment strategy included.
Built for Complexity
Whether you’re incorporated, self-employed, or managing multiple income streams, we’ll create a plan that brings clarity and control to the big picture.