Start building wealth—even with zero starting investment.

I believe that everyone deserves a smart, intentional investment strategy, no matter where you're starting from. My approach is designed to help you grow your wealth confidently and stay in control every step of the way.

Here’s what I offer:

• ✅ Low-Cost, Diversified Portfolios
  I build portfolios using a mix of asset classes to help reduce risk and maximize long-term growth—while keeping fees low.

• ✅ Regular Rebalancing
  I monitor your portfolio and rebalance as needed to keep your investments aligned with your goals, not the latest trends.

• ✅ Tax-Aware Strategies
  I help you invest smarter by looking for opportunities to minimize taxes, so you can keep more of what you earn.

• ✅ Non-Discretionary Trading
  You stay in control—I’ll make recommendations and provide analysis, but no trades happen without your approval.

Whether you’re just getting started or already investing, I’ll work with you to create a plan that’s transparent, cost-effective, and fully aligned with your goals.

Retirement Planning “Add-Ons”

Financial Coaching & On-going Planning Support

Get expert guidance, accountability, and clarity—year-round.

Financial success isn’t a one-time event—it’s a process. That’s why I offer ongoing support through financial coaching and continuous planning, so you always have someone in your corner helping you adapt, stay focused, and move forward with confidence.

Here’s what you can expect:

• ✅ Personalized Check-Ins
  We’ll regularly review your progress, update your plan, and make adjustments as your life and goals evolve.

• ✅ Unlimited Q&A Access
  Got a money question? Big or small, I’m here to help—whether it’s a quick check-in or a deep dive into a new opportunity.

• ✅ Decision Support
  From major purchases to job changes, I’ll help you think through financial decisions before you make them—so you feel confident, not reactive.

• ✅ Goal Tracking & Accountability
  I’ll help you stay motivated and on track, with tools, checklists, and ongoing encouragement tailored to your journey.

• ✅ No Sales, No Pressure
  This isn’t about selling products—it’s about helping you build a stronger financial life, one step at a time.

Whether you’re looking to build new habits, reduce financial stress, or just want a reliable second opinion, I’m here to support you with consistent, judgment-free advice.