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Most people believe that they must work hard for their money. However, the truth is that money is also here to work hard for you! Using the tools of financial planning, I help my clients learn that money is here to support and serve them - which leads to a feeling I like to call "financial confidence."

I will provide a supportive and positive place for you to create your financial future, to develop goals, and to make decisions. I will support you with the tools and strategies you need to achieve those goals with confidence.

You will achieve a higher level of mastery over your financial resources. You will learn new and creative ways to work with your finances, and you will develop a powerful sense of financial security for yourself and the important people in your life.
 
If you are looking for a financial advisor, this Web site will provide you with the information that you need to get acquainted with my fee-only financial planning and investment advisory service. 
 
Current clients (and visitors, too) will find resources and information that have been carefully selected to provide you with valuable tools to manage your financial life, and to increase your awareness of both financial and life issues in a balanced way.
   

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286 Santa Clara Avenue, Suite B
Oakland, CA  94610
Phone 877-746-7914   Fax 510-291-8304

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