financial planning

I’m not a marriage counselor or a psychologist, but boy, have I witnessed a lot of conflict among couples! As a financial planner, I’ve been helping people build stronger financial lives for almost 20 years, and I’m still amazed at the power money has to cause upset and arguments—even between the most loving, committed couples. In fact, if there’s one thing that can threaten the whole idea of marital bliss, I’m certain it is (you guessed it) money.

I’ve always been passionate about learning. It’s one reason I’ve worked with a coach of one kind or another for most of my career.