FAQs
Why do you do what you do?
I do what I do because I genuinely love it. Managing money brings me joy—not just for the challenge, but for its purpose. Financial planning is a powerful tool for independence, and I have been privileged to help people pursue meaningful goals: college tuition, homeownership, entrepreneurship, parenting and retirement.
I thrive on the problem solving and research this work demands. Whether building a portfolio to meet a future funding need or analyzing a stock’s dividend sustainability, I find the process deeply rewarding. It’s not just work—it’s fun. I’m a nerd, and I own it.
Who do you do it for?
I work with single individuals and modern families. As someone who is currently single with my own blended and non-traditional family members, I understand the complexity of contemporary relationships and the evolving nature of family life.
Whether it is a blended family, same-sex couple, child-free partnership, multi-generational household, cohabitating partners or any non-traditional chosen family built outside traditional norms—modern families often face unique financial dynamics. That’s why I tailor custom financial strategies to fit your life and help you navigate the complexities with greater confidence.
What is the change you seek to create?
I want my clients to reach their financial goals in ways that fit their lives, so they can live on their own terms. That means building strategies that are not only effective, but acertado: appropriate for their unique circumstances.
Whether you are preparing for retirement, growing a business, or supporting a modern family, my goal is to help you gain clarity and confidence in your financial future. Because when your plan reflects your life, you’re more likely to get it right.