Who We Serve

People from many backgrounds and life experiences

We work with individuals, couples, and families who want clarity and steady support in their financial lives. Some arrive feeling organized; others feel unsure where to begin. All starting points are welcome.

An inclusive, affirming practice

My practice is intentionally welcoming to clients of every race, ethnicity, gender identity, sexual orientation, age, ability, and family structure. LGBTQ+ clients and those navigating non‑traditional or chosen family structures are fully supported here. You don’t need to explain or justify who you are — your lived experience is respected and centered in our work.

People at different stages of life

I work with clients who are:

• beginning to build financial foundations

• navigating career or life transitions

• managing debt or rebuilding after setbacks

• planning for family, caregiving, or retirement

Wherever you are, we start there.

If you’re unsure whether you “fit”

Most people wonder whether their situation is the right match for financial planning. If you’re thinking about your financial life and want support, you’re in the right place.