Financial Planning and Investment Advisory
- 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.
Cash Flow Consultations
- Hourly consultations for anyone ready to make changes + take control of their cash flow.
- Please read here to learn more before contacting me.
By appointment only:
Monday - Thursday
9:00 - 4:00
Near I-40 Exit #278