Welcome! If you’re here, it’s likely because managing finances has been a source of stress for you and your partner. You’re not alone in this, and I’m here to help.

​

The Challenges We Face Together

​

As a CPA and a millennial myself, I know the unique financial challenges that come with this stage of life. Juggling family, career, and household responsibilities while trying to make smart financial decisions can feel overwhelming. On top of that, many of us struggle with trusting traditional financial advisors—either because they seem disconnected from our reality or because their fee models feel more like a sales pitch than a genuine partnership.

​

I’ve personally faced these challenges—trying to figure out how to make the most of limited resources while planning for the future. I’ve seen friends and family go through the same struggles, and it became clear to me that there’s a gap in the market for financial advice that is both simple and transparent, specifically tailored to couples who feel like they don’t know where to start or who to trust.

​

That’s why I’m focused on helping millennial couples take control of their finances in a way that fits their lives. You deserve to have clarity and confidence in your financial decisions, without feeling overwhelmed or pressured.

​

How We Can Help

​

Together, we’ll simplify your finances by focusing on what matters most to you—whether it’s paying off debt, saving for a home, or building a solid plan for your family’s future. The goal isn’t just to tell you what to do with your money; it’s to empower you to make confident decisions that align with your values and family goals.

 

I believe that financial planning doesn’t need to be complicated or intimidating. We’ll break things down into simple steps that you can understand and implement. No jargon. No hidden fees. Just clear advice and actionable steps.

​

Why I Chose the Monthly Advising Fee Model

​

Many financial advisors charge based on a percentage of your assets—often referred to as the AUM (Assets Under Management) fee model. This can feel predatory and doesn’t align with the reality of many families. For most people, their financial needs are less about having someone manage their investments and more about creating a plan to achieve their goals without getting lost in the weeds.

​

That’s why I’ve chosen a monthly advising fee instead of an AUM model. This way, you’ll know exactly what you’re paying for, and we’ll focus on making your financial journey as smooth and predictable as possible. You won’t pay more because you’re saving or investing more—my priority is to help you, not profit from your success. The monthly fee gives us the opportunity to build a long-term relationship based on trust and transparency, not hidden interests.

​

You’re Not Alone

​

It’s easy to feel isolated when it comes to finances, especially as a couple. You may think that everyone else has it all figured out, or that your struggles are unique. The truth is, many families feel exactly the same way. You’re not alone in this.

​

My goal is to help you feel confident in your financial decisions, so you can focus on what matters most to you—your family, your future, and your goals. It’s not about being perfect; it’s about taking small, actionable steps towards the financial life you want.

​

Let’s Get Started

 

Ready to take the first step towards financial clarity? Start by downloading our free quiz to get a snapshot of where you stand financially, and let’s set up a conversation to discuss how we can work together to simplify and strengthen your financial future.