Financial wellness is achievable through my holistic, whole-person, approach to financial planning and asset management. Engagements begin with clients defining for themselves what it means to be fulfilled in life. From there values based goals are set and an action plan that is driven by an internal motivation to honor one’s values is put into motion. My process is rooted in behavioral science and positive psychology and clients are able to sustainably adopt new positive behaviors with more success. I provide a confidential and safe space for clients to explore their financial challenges and anxieties.