If you want to live a full and fulfilling life, want someone who puts your best interests first, relies on evidence, understands the emotional and personal dimensions of money and decision-making, and is committed to your achieving great outcomes with money and in life, choose me. If what you really want is fancy cars, I can probably help you but I bet you’d be happier with someone else (I drive a Subaru Forester from the 90s).
My focus is mainly on people ages 20-50. Most of my clients bring progressive values to our work together. If you want to live a good life, be comfortable, give back to your community, and invest in family and friends we are likely to be a good fit. I don’t require clients to have a minimum amount of assets to work with me since one of the things I help people do is grow their financial skills and savings. There are a few specific professional niches where I’ve developed a lot of experience and have many clients. Here are a few of them: small business owners, people in progressive movement work (digital, environmental, union, political, etc), journalists, people in tech (big firms like Google and Facebook but and also startups), and clergy people.
You can also see that I have spent most of my career in progressive movements and public service. I live a simple life focused on family, friends, giving to my community, working for justice, and doing work I feel good about. I have 100% client satisfaction. Since every client has different needs, there is a different outcome for each one. If I don’t think I can help, I’ll let you know and offer a referral to someone who can.