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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.

>>  Schedule an exploratory 30 minute phone call.



SRI Investment Management only

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

>>  Schedule an exploratory 30 minute phone call.



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.

>>  Schedule an exploratory 15 minute phone call.


 

Contact Information

Phone: 919-321-0606

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

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