facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck
%POST_TITLE% Thumbnail

A Focus on Solo Business Owners

Start Here Personal Finances

It's obvious to me now what's been right in front of me for a long time. The folks whose challenges I have faced personally, understand intimately, and am uniquely qualified to help with.

Helping solo business owners do the work they love, create the lifestyle they want, and achieve the financial well-being they need.


Nine plus years of building my own lifestyle based financial planning practice has taught me a lot about the unique challenges we face as solo business owners – personally & professionally, financially & emotionally. What's one of the most important lessons I've learned?

You don't have to choose between doing the work you love and having the lifestyle you desire.


When you're clear on what matters most, you get to do both. And I'm excited to help my fellow solo business owners do just that.