I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for retirement

I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each client’s unique goals and challenges - delivering thoughtful, tailored strategies that go far beyond a one-size-fits-all approach.

We use a financial planning tool you can use, specifically Pralana Online. Perfect for DIYers! While we build your plan, we teach you how to use it so you can take the wheel if you'd like. Our pricing is right on our website! Reach out for a free consultation. Advice-Only. Flat-Fee. Fee-Only. Fiduciary. Honest. Ethical. Transparent. Inexpensive.

I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.

Serving families with a focus on comprehensive ongoing financial planning. For those that want more limited engagements I also offer hourly/project planning.

On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!

Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my career. I thoroughly enjoy assisting others with achieving their financial goals. I have two years of tax preparation experience, participate in the Annual Filing Season Program and have over a decade of experience in financial planning, counseling, and education with individuals from all walks of life. I pride myself on being a lifetime learner and hold specialty financial designations in military finance, tax and special needs planning. As an hourly, advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me. I work completely virtual, and can work with anyone in the United States.

Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan developed from scratch, I look forward to working with you to achieve your goals.

I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that align with their values. I believe that maximizing time is most valuable and aligning your investments and financial choices to your values is paramount.