About

Here's the tighter version: --- CFP and economist with 22 years in advisory. The numbers don't mean much without working through everything else first — so I developed a Noom-for-money approach that gets at what's really going on. I sit with clients through the hard days, spot the issue, make the right connection, and park my ego at the sidewalk. A rising tide lifts all boats. Mom. Dog-mom. Daughter. Friend. Advocate. Professional. Exercise Fanatic. ---