We don’t need to be buddies for me to be the perfect Financial Planner for you. 

As Planners attempt to separate themselves from the herd and create a unique approach, a lot are taking it upon themselves to interject their life into yours fully. You know the, ‘I want to have REAL...

Why do you save money? No, but really…why?

Don’t give me a surface level answer.

I work with a professional to help me write these blogs, my social media posts, and even my strategic business marketing stuff. She is a high level thinker, not just a ‘doer’ - she challenges...

 I get it, bearing your financial details can make you feel exposed and vulnerable, maybe even judged.

Giving someone access to your finances feels vulnerable, whether you have a little, a lot, or have no idea how much you have. Even (especially) with family and friends, sharing financial...

Unattainable goals

Humpback whales are breaching in the background as I type this.

I have a steaming hot cup of black coffee, chill beats playing in the background, and the kids are eating cereal at the counter.

Our day will consist of bizarrely smooth and silky shaved ice, snorkeling with...

To a person, all of my retired clients start with this goal: 'I do not want to be a financial burden.'  Sure, it is worded differently or coded as, 'Will we have enough?', but most people want the same thing - to be able to take care of themselves financially. 

Here is how to do that......

First, we determine how much you spend; without knowing what your ideal quality of life now looks like, it’s impossible to predict the future.

Next, how many years until you retire? What will your life cost you at that point?

𝗛𝗼𝘄 𝗺𝗮𝗻𝘆 𝘆𝗲𝗮𝗿𝘀 𝘄𝗶𝗹𝗹 𝘆𝗼𝘂 𝗹𝗶𝘃𝗲? No crystal balls here, but we...