Welcome!

I work with clients looking to make a major life change. This is often the decision to retire, but it also might be changes like:

• Transitioning to a new career

• Scaling down to part-time work

• Taking a sabbatical or mini-retirement

• Taking time off to be full-time parents

• Pursuing a passion project or starting a business

While I work with all types of clients, my absolute favorite ones are “early” retirees from the FIRE community. I believe that life is short and that money should be used as a tool to maximize lifetime happiness and contentment.

When you work with me we’re going to spend a lot more time talking about your priorities, values, and goals than the technical and numbers stuff.

I’m not going to teach you to accumulate the biggest pile of money and die with the most digits in your bank account, I’m going to help you design and live your very best life.

Schedule a call with me to learn more and see if we’re a good fit!