Business Owners, Therapists, Teachers, Digital nomads, Real estate
About
I'm a fee-only fiduciary financial advisor specializing in Socially Responsible Investing / ESG / Impact investing. I enjoy helping my clients with financial planning, investing, and using financial therapy tools to help my clients relate with money more successfully.
Professional Specialty Areas
Issues and needs
Relationships/Family, Compulsive spending
Occupational specialties
Business Owners, Therapists, Teachers, Digital nomads, Real estate
First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander
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