Further Reading

Learn more about your areas of interest.

If you have any further questions, use our contact form to set up a consultation or call us at 831-539-9475.

Compensation on the retainer method falls in line with the CFP Board’s standards of “duty of care” and “duty of loyalty.” Learn about the advantages of this method and why I choose to be fee only.

I help money deniers consciously track their finances so they are awakened. Find out why this is one of the single-most powerful tools I use.

Using therapeutic techniques of listening and analyzing how your past shaped your present, we rewrite your money scripts to hone in on what matters.

Planning for Bliss: Marriage, Housing, Children, and Education


Planning for future moments is what makes them possible and all the more enjoyable. What goals have you set that we can help you accomplish? Read on as I describe how life planning makes it all possible.

Going through a divorce is laden with heartbreak and disagreement. Find out how you can navigate a divorce with sound finances as we lighten this burden for you.

Business Failure and Bankruptcy

JUNE 25, 2020 | BUSINESS

Twenty per cent of businesses fail in the their first two years. How can we help you be in the eighty per cent? I have advised clients on handling losses and have recovered from business hardship personally. Let me walk you through the process.

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