Simple, Not Easy

I worked deep in the weeds of finance over the last decade. I traded derivatives for a couple of years. I analyzed portfolio metrics and companies for a few more years. I worked for the past six years with families to give purpose and vision to their money.

The lesson: personal finance does not have to be complicated. The best plans are simple. Simple does not mean it is easy. It’s more difficult and here is why:

We spend much of our lives looking for solutions to our problems. We think, “it can’t be that simple, for if it were, I would be doing that, and I would be successful!” We’re too smart for our own good. We want there to be complicated solutions. The simple ones force us to look inward and address what is happening on the inside.

I will help you arrive at that simple, elegant solution. You will learn to address your thoughts and feelings around personal finance. You will be more intentional with your money. You will make this a habit and a lifestyle, rather than a quick fix.I will support you in your goals and values.

You will be proud and confident.