My mission is to help you (and your family) manage your big, expensive life events in the best way possible.

 I focus on the things that can keep a parent up at night…

Comprehensive College Planning

Whether you need help with College Savings, need a College Funding and Pre-Approval Plan, or Comprehensive College Planning; I can help with real, honest, advice.
I help you sort the all pieces of the puzzle, get your vision aligned, and help find your peace of mind.
I would love to help you figure out how to pay for college. Even if we are not the best fit fit for more comprehensive planning. If we are a good fit, a Comprehensive College Funding Plan will help you save on the cost of college, not just save for it.

Student Loan & Debt Management

Debt is stressful, and it can derail your dreams. But you can make it so much better.
Together, we can figure out a plan that is best for you.
I have empowering strategies and tactics for repayment, refinancing, and check for the availability of forgiveness, cancellation, and discharge.
Strategies that the people selling loan consolidations simply do not have.
I work as a fee-only fiduciary, and only get paid to work for you.
Let me help you carry some of the weight.

Family Life & Values Based Planning

They say money is the #1 cause of stress in a marriage... the truth is, it almost never about the money.
I can show you how to align your values, minds, and hearts... to work as a team toward an even more meaningful life. You can truly share common financial goals and intentions.
I believe your net-worth does not define your human worth. Your fiscal wealth & health are only parts of your reason for being.
Decisions with money are about your life, not just numbers and math. It is only so stressful because it is so important.
I can help make it easier.