We are disruptors.
We believe that your past financial mistakes shouldn’t dictate your future,
that you shouldn’t need an interpreter to understand your personal finances,
and that financial knowledge should be for everyone.
Mission
By focusing on financial competency and aligning your habits to your values.
What am I?
I am a Financial Coach and a fee-only Financial Planner with Core Planning.
What is my mission?
To be a guide for people feeling left out by traditional finance advice as they build and grow their financial lives.
Who does that include:?
Women in their 20s–50s seeking more confidence with money
Solo entrepreneurs or creatives unsure how to manage irregular income
Young men and couples that need that extra bit of help.
Advisory services offered through Core Planning, LLC, a Registered Investment Advisor
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