Where are you going?

I help military retirees, tech workers, and foster/adoptive families get from where they are today - to where they want to be tomorrow.

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Your Future?

It will be powered by your mindset - and your finances...

My Services

I can help you cut through the confusion and develop a working plan for your finances.

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I offer advice for cash flow & debt management, investment management, and comprehensive financial planning.

Check out my latest blogs to where I post relevant and useful content on personal finance topics.

Read my answers to commonly asked questions...if you have a question that isn't listed - ask me..

There are 4 "simple" things that you can can do with your money. But prioritizing those things can be hard. I can help make those hard things easier.

Do you have healthy spending habits that align to your values? Does your spending get in the way of your saving, investing, and giving?

We were all told, growing up, that we should "save for a rainy day." Is saving more money something you think about?

Mutual funds, ETFs, crypto, real estate, stocks, bonds, etc - Are you invested in the right things now? Which investments are right for you?

Winston Churchill said "We make a living by what we get. We make a life by what we give." How are you making your life?