
CFP®
Fee Structures
One-time
$3,000
Hourly
$300+/hr
About Me
As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice.
My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself.
You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.
Areas of Specialization
Budgeting
Debt & Credit
Employee Benefits
Tax Strategies
Investments
Ideal Clients
Young Professionals
Female Breadwinner
Women
LGBTQ+
Veterans/Military Personnel
Contact Information
San Francisco, CA
Meets Virtually
Meets In-Person
Accepting New Clients