Financial planning for people with serious athletic passions.
Your training plan is built around you. Your finances can be too.
Does this sound like you?
You're up with your alarm at 4 am, putting in the meters or the reps before work. You plan your vacations around regattas, destination marathons, or whatever competition your partner has learned to work around.
Some training sessions feel magical while others are a grind. But you know that all of the small moments compound into the performance that you want to carry into your goal competition, and you stick with the plan.
Your finances deserve the same approach. Maybe things have gotten complicated enough that you're not sure you're on top of everything. Or maybe you have an advisor, but you're not sure they see past the account balance.
My services
Comprehensive Financial Planning
Finances are more than just investments. We'll work through all the major places where money touches your life — balancing saving for retirement while spending on competition travel, tax planning, insurance, and everything in between — so you have a clear picture of where you stand and what to do next.
I also offer one-time plans for people who want a comprehensive review and a defined period of support.
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