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

 

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.
 
Click to Schedule an Appointmentan exploratory 30 minute phone call. 
If you don't receive a confirmation email, please try again, and be sure to click "Confirm" to complete the process.

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. 
 
Click to Schedule an Appointmentan exploratory 15 minute phone call. 
If you don't receive a confirmation email, please try again, and be sure to click "Confirm" to complete the process.

 

Contact Information

Phone: 919-321-0606
Email

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

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