Most of us have never-ending to-do lists, on which, "meet with financial advisor" is always falling to the bottom of the list. The problem is… the longer we wait to organize our finances and plan for the future, we delay important actions which can make or break our future quality of life.

As a former Executive with Meta (Facebook) and Accenture, I built a career heavily focused in project management and operations. I have experience “in the real world” which allows me to understand your competing priorities and how important it is to balance enjoying life now with saving for the future.

Whether you have a million dollar portfolio - or you've barely started building your future nest egg, planning and investing don't need to be complicated. It's okay if you, "don't know what you don't know." Take the time to look at what you're earning and investing. You deserve a relationship with a trusted financial expert who acts as a financial ally, advocate and guide. Make sure you're on the right path to reach your goals, build your future, and live into your purpose.