Services
- Individual
- Couples
About My Clients
Money is never just money. It shapes how we see ourselves, how we connect with others, and how we move through the world. Yet so many struggle with their relationship to it. High-net-worth individuals have built extraordinary success, yet behind the balance sheets lie stress, relational complexity, and a quiet desire for meaning beyond wealth. That’s where I come in.
My Background and Approach
I am a CERTIFIED FINANCIAL PLANNER™ professional, licensed therapist, and educator specializing in the psychological and relational dynamics of wealth. With advanced degrees in taxation and mental health counseling, I bridge the gap between financial strategy and human connection, helping high-net-worth individuals, couples, and financial advisors navigate the complexities of wealth with greater clarity, purpose, and impact. My expertise spans wealth management, behavioral finance, and advisor training. I work directly with ultra-high-net-worth individuals, guiding them through the emotional and identity challenges that often accompany significant wealth. My work challenges the traditional wealth narrative, offering a more human, values-driven approach to financial decision-making. Whether through keynote talks, advisor coaching, or client consulting, I empower people to align wealth with impact, ensuring their financial success creates lasting fulfillment and meaningful change.