As a CERTIFIED FINANCIAL PLANNER™, I am passionate about providing conflict-free financial education to help DIY investors refine their path to financial independence (FI). I believe that truly comprehensive financial planning can provide the clarity and confidence necessary for families to understand and implement their own well-informed decisions.
My goal is to translate the complexity of financial topics into a simplified narrative to help you align your money with your personal values and objectives.
As a trusted source, my financial education insights have been been featured in articles by Forbes, Barron’s, Yahoo Finance, FOX Business, MarketWatch, Morningstar, Business Insider, CNBC, and ABC.
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