Relationships/Family, Grief, Compulsive spending, Anxiety, Children and Adolescents, Cross social class marriages/relationships, Wealth inequality within the family system, Stress, Family conflict, Financial secrets, intergenerational wealth transfer
Occupational specialties
Business Owners, Doctors/Dentists, Entertainment, Tech, Family Businesses/Family Enterprises
About
Through financial therapy informed wealth planning, I help individuals, families, and rising gens have a better relationship with their wealth.
Professional Specialty Areas
Issues and needs
Relationships/Family, Grief, Compulsive spending, Anxiety, Children and Adolescents, Cross social class marriages/relationships, Wealth inequality within the family system, Stress, Family conflict, Financial secrets, intergenerational wealth transfer
Occupational specialties
Business Owners, Doctors/Dentists, Entertainment, Tech, Family Businesses/Family Enterprises
Relationships/Family, Anxiety, Retirement, Children and Adolescents, Disability/Ability, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Transgender, Stress, Family conflict, Financial secrets
Business Owners, Service industry, Tech, Engineers and Architects, Family Businesses/Family Enterprises
Relationships/Family, Anxiety, Stress, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Teachers, Service industry, Digital nomads, Tech, Engineers and Architects, Sales, Real estate, Clergy, Family Businesses/Family Enterprises, Pre Marriage