We’re A Good Fit If…

My work is designed for a specific type of client. When there’s alignment, the process is efficient, collaborative, and genuinely enjoyable.

This tends to be a great fit if you…

• Are comfortable using modern tools

  • We meet virtually and collaborate through shared screens, spreadsheets, and financial planning software. You don’t need to be an expert, but you should be comfortable navigating tools like Google Meet, Google Sheets or Excel, and secure client portals like Right Capital.

• Value organization, without perfection

  • You don’t need to be hyper-organized, but you appreciate having information accessible and are willing to gather documents, link accounts, and follow a clear process.

• Are engaged and curious

  • You want to understand the “why” behind recommendations, not just be told what to do. You enjoy learning and becoming more confident in your financial decisions over time.

• Prefer a collaborative approach

  • You take ownership of your finances and are comfortable implementing recommendations on your own, with guidance and structure along the way.

• Communicate clearly and follow through

  • You check email (including spam folders), respond to scheduling confirmations, and value mutual respect for time and process.

Why this matters

This approach allows me to focus on strategy, education, and thoughtful guidance. When clients are engaged and comfortable with the process, the results tend to be clearer, calmer, and more durable.

If this sounds like how you prefer to work, the next step is a short consultation to see whether working together makes sense.