Money is emotional. It carries our hopes, our dreams, our anxieties, our happiness and our failure. We fight over it, worry about it and lose sleep thinking about it. Money matters.

My approach not only helps to manage your finances, it helps to teach you more about the why. What a “textbook financial plan” says, why it says it, and sometimes why we need to stray from conventional wisdom.

If you think your financial plan could benefit from talking to a professional, if you spend any time at all worrying about money, please give me a call, or send me an email. We’ll sit down for twenty minutes, and see if I can help you.