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Holistic Financial Planning

For Families with Kids

I specialize in helping you organize and maximize your finances, allowing you to put your kids on firm financial ground before they go it on their own.


I can help you prepare and protect your kids financially through education savings, sufficient protection for worst-case scenarios, and financial literacy through early hands-on financial education hands-on experience. I believe that nothing will empower your child more than financial fluency.


I commit to doing this while helping you manage your own financial health through effective saving, comprehensive planning for today and retirement, and maximizing today. 

Financial planning is about managing money for the future and improving your quality of life today. I strive to understand unique circumstances, goals, and values. Doing so will allow me to create a comprehensive financial plan.

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