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

Unless we change direction, we will end up where we are going
-Chinese saying

 

Financial Planning and Investment Management

  • For people in their 20s to 50s who are enthusiastic about socially responsible investments.
  • Please read about this service + review the fee table before contacting me.

>> Unless we have already begun the conversation, I am currently not taking new clients until April 1, 2019. I welcome your inquiry so please schedule an exploratory 30 minute phone call closer to that date.



SRI Investment Management only

  • For enthusiastic socially responsible investors of any age and financial means who are/will work with other financial planners. 
  • Please read about this service +  the associated fees before contacting me.

>> Unless we have already begun the conversation, I am currently not taking new clients until April 1, 2019. I welcome your inquiry so please schedule an exploratory 30 minute phone call closer to that date.




Cash Flow & Financial Advice Consultations

  • Cash Flow Consultations: for anyone ready to make changes + take control of their cash flow.
  • Financial Advice Consultations: for those in their 20s-30s ready for the 'next step'
  • Please read here to learn more before contacting me.

>> Unless we have already begun the conversation, I am currently not taking new clients until April 1, 2019. I welcome your inquiry so please schedule an exploratory 15 minute phone call closer to that date.

>> Unless we have already begun the conversation, I am currently not taking new clients until April 1, 2019. I welcome your inquiry so please schedule an exploratory 15 minute phone call closer to that date.


 

Contact Information

Phone: 919-321-0606

By appointment only:
Monday - Thursday
9:00 - 4:00 

Location:
Durham, NC
Near I-40 Exit #278