Financial Expertise, And Much More
You have a confusing alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP. You may have accumulated several old 401(k)s.
I start by addressing your urgent questions. We then shift to your bigger picture, exploring your values, goals, and money story. As a CFP® professional, my goal is to be your lifelong advocate and help you make great decisions.
How I can help?
We’ll review all aspects of your financial life. I also want to be your first call to proactively help you make great decisions. This could mean negotiating comp, or buying a house.
I love being a financial planner. I really enjoy building deep, lifelong relationships with my clients. I purposefully work with a limited number of clients so that I can provide high-quality and proactive service.
I offer deep technical expertise in equity compensation, which isn’t widely available. What’s even harder to find is someone who will make you feel welcomed. My promises to you:
- I speak honestly and directly, using plain English rather than opaque jargon.
- For couples, I communicate with BOTH spouses (not just the higher earner).
- I will be a thoughtful and kind person who treats you respectfully.
Outside of work, I enjoy live comedy, container gardening, and all things Star Wars.
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READY TO TALK?