“When will I have enough money to retire?”
Here's the truth...
Every financial decision shapes your life. Some decisions shape the world.
My role is to help you navigate the complexities that come with this, aligning your financial life with your values.
My Credentials & Background
Let's Work on this Together
- I get to know you and provide services unique to you
I recognize that every financial decision begins with a reason that is personal to you. I also recognize that many people feel alienated by finance especially those who want their money to reflect their values. I promise no cookie cutter formulas that prevent you from setting the path and pace. You can expect personalized advice, designed to meet you where you are, not where someone else thinks you should be.
- I provide high touch guidance
A financial plan shouldn’t sit on a shelf gathering dust. As a boutique and independent firm, I offer high-touch, ongoing guidance that keeps your goals in motion, not just on paper. Think of it as an accountability partnership that considers your attention span, timing constraints, and needs, but is also focused on real results.
- I talk about impact... a lot
Capital already shapes the world; we can make sure your capital does so intentionally. I stay on top of issues and developments surrounding the impact world and share these insights with you.
With this clarity, I help you identify and map how investment decisions can align with real environmental, social, or animal-centered outcomes. This includes sourcing impact opportunities, designing screens, and stress-testing investments for return and integrity.
- I show you new and innovative strategies
I recognize the limitations of contorting entire portfolios to be perfectly “clean” or “good”. While our approach helps you invest in portfolios that align with your values and minimize harm, I also help you explore alternative investing and giving strategies that reflect who you are, what you care about, and the kind of world you want to help build.
I believe that capital in the right places can be impactful, whether in small or large amounts. I can help use powerful, tools like donor-advised funds and private investments (when appropriate for certain clients) that most people don’t even know about. My job is to make sure you do.
Core Values
Fiduciary
It is not just a label it is the standard we stand by in delivering every service. It means that we don’t sell products. We don’t take commissions. We don’t answer to anyone but you. As a fiduciary, we’re legally and ethically obligated to put your interests first.
See Fiduciary OathThe Forgotten Value:
Animal Welfare
From Vision to Progress
We are committed to help you transform your intentions into measurable actions, making progress toward a future where prosperity under your terms is possible. Reach out to learn more about what an investment adviser does, see if you are a good fit, and discuss how we can support you on your path to impactful finances.
All initial consultations are 100% free!
Our client experience
Through a combination of boutique high touch financial guidance and state of the art technology, we help you build a deeper understanding of your financial future.
We partner with Betterment and RightCapital to offer our clients clarity and organization to their financial lives. These institutional grade platforms help us visualize progress, make informed decisions, and stay on top of things. We will deal with the numbers and the details of your plan to ensure it is serving you, while you enjoy the other things life has to offer with more peace of mind.
Here is a sneak peek at our client experience!
Fiduciary Oath
Putting Your Interests First
I believe in placing your best interests first. Therefore, I am proud to commit to the following five fiduciary principles:
- I will always put your best interests first.
- I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
- I will not mislead you, and I will provide conspicuous, full, and fair disclosure of all important facts.
- I will avoid conflicts of interest.
- I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
Why this Matters: The financial services industry includes many professionals who operate under different standards. While some are required to put clients’ interests first at all times, working with
professionals who sell financial products or receive commissions can introduce conflicts of interest that make decisions more difficult to navigate. These differences aren’t always clear to consumers, leading to confusion and misconceptions about how advice is provided.
We uphold the fiduciary standard in all client relationships and commit to delivering professional advice with transparent fees. As a fiduciary and fee-only investment adviser, our advice is provided without any commissions or sales incentives from third parties ensuring that our commitment is always to you, the client.