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

MINDFUL PLANNING THAT BUILDS DREAMS

Reduce financial anxiety and indecision and align your spending with your values.


WHAT HAPPENS WHEN INTENTION & MINDFUL MEETS FINANCIAL PLANNING?

Every now and again an idyllic moment sneaks into your day. It’s always a bit surprising, but suddenly, the light is just right, the temperature is perfect, you’re doing the thing you love most and sharing it with the people you love most.

Everything in that one moment is just so right. The future seems so clear.

Then the light shifts and the feeling fades. Doubts about the future creep in–there are so many moving pieces, how will you manage it all, and how can you prepare for what’s coming down the road?

What if that feeling could last?

What if confidence in the future stopped being an accidental happening but became a permanent state of mind?

There’s always a trade-off. What’s yours?

Growing up I enjoyed my parents’ involvement in my life and activities. They were in the community, the PTA, the Little League board, and building a Boys & Girls’ club. While other parents spent long hours commuting to and from the city, my parents traded high power careers for small businesses that fit the lifestyle they desired.

I knew I wanted the same thing for my family. I wanted to build my own life, but honestly, launching your own business is a big (and scary) leap.

In 2009 my company let me go and I knew my chance to live my dream was right in front of me. So, I followed my parents’ example and started my own business. I traded the security of a larger firm for the ability to coach my daughter’s soccer team and volunteer on community boards. I’ve never looked back.

I made a plan and I built the lifestyle I wanted all while securing the future stability of my family.

Now I help my clients build financial plans for their families and find intention and confidence in their everyday choices.


NOT ALL PLANNERS ARE THE SAME. 

Here's how I'm different:

Some planners sell insurance, others have quotas and products with high commissions, we all have various levels of training and experience.

I’m a CERTIFIED FINANCIAL PLANNER™professional, having met the educational requirements, passed both the rigorous CFP® exam and fulfilled 6,000 hours of required experience. The CFP® approach looks beyond your investments and into your entire financial well-being. I have a fiduciary obligation to put your best interests at the forefront of all our planning efforts.

Beyond that, I strive to live what I practice: mindful and adaptive approaches to finances.

Every time I work with a client I teach:

  • Intentional decision making
  • Healthful approaches to money
  • Communication and partnership

It’s not about more money, it’s about a more fulfilled life.

With a solid financial plan in place, you’ll have more time, energy and confidence to enjoy the things you love most. You’ll spend less energy stressing over finances and you’ll let go of the guilt that can come with spending money.


GET STARTED. 

CHOOSE A PLAN THAT'S RIGHT FOR YOU:


PLAN 1: 

Initial Financial Plan

Build a custom financial plan that’s both comprehensive and flexible. This quick start to financial planning will help provide the action steps you can take to start building an abundant future.

Included in the Plan:

  • Initial “Get to know you” Call
  • Online access to the Right Capital planning platform
  • 1 to 2 in-person or virtual meetings to craft & create your initial plan in Right Capital
  • List of your next action steps

PLAN 2: 

On-Going Financial Planning & Advice

Available with an annual flat-fee contract. On-going support gives you on-demand access & assistance from someone who really knows you and your financial situation.

Included in the Plan:

  • Initial "Get to Know You" Call
  • Online access to the Right Capital planning platform
  • 1 to 2 in-person or virtual meetings to craft & create your initial plan in Right Capital
  • List of your next action steps & on-going implementation assistance
  • Quarterly plan updates & adjustments
  • Unlimited phone and email support
  • In-person or virtual meetings as needed



EMAIL BRIAN ABOUT THE PLAN THAT'S RIGHT FOR YOU:


Your money empowers you to create an abundant life. 

 

Don’t let your money hold you back.  

  • Build a plan 
  • Live stress and guilt free
  • Enjoy life now and feel secure about the future

Let it become the ticket to spending time doing the things you love with the people you love. Email Me >>