I coordinate a team that helps a limited number of busy families develop a comprehensive, dynamic & intergenerational lifetime financial strategy and help keep them organized and accountable to their plan. Our value promise:
Align your financial choices with your most important goals and most deeply held values;
Get your entire financial house in order, and keep it that way, forever;
Foster a "10" level of confidence that you will achieve your goals;
Be your advocate for your wishes whether or not you can advocate for yourself;
Maintain Absolute Confidentiality.
In a nutshell, our team worries about your money, so you don't have to. With a goal of keeping you informed, but not overwhelmed. So that you can spend less time thinking about money issues, and more time doing what you really want to be doing.
By doing so, I believe this will help you to fulfill your life's higher purpose. Is this the kind of relationship you'd like to have with your financial advisory team? If so, let's talk.
I grew up in Somerville, MA (I almost guarantee you know someone who has lived in Somerville at some point; even President Obama lived there). I stayed local going to Tufts University where I studied history and economics. If you can believe it, I originally wanted to become a history professor. Eventually I figured out how that career path worked and added economics as it was the closest to “business” in a major that Tufts had at the time!
Starting off with a large financial firm, advising working families to buy mutual funds, term life insurance and consolidate their debt, I grew tired of the permanent sales push. After some exploration, I got interested in the fee-based advising side of the business.
Eventually I incorporated my own firm and went fully independent. A very happy decision indeed as I was always a bit of a rebel. The 9 to 5 grind seemed unattractive to me and even though my first few years with the big firm could be characterized as a failure, I eventually made things happen and got to this point.
I met my wife in San Francisco and now we spend time on both coasts. We both enjoy little restaurants (we both love noodles of all types), walking for miles through the city and hiking trails in Marin County or New Hampshire. I actually had ideas of titling my website the “bicoastal advisor” but decided not to (at this time). Perhaps I will name my Youtube channel with that. We have 2 kids who are wonderful and happily steal my time.
I’d enjoy hearing about your goals and your plans. If you’d like to learn more, explore my services pages which go through what we offer. If it sounds good, fill out my intake questionnaire and lets talk. Thanks for visiting my site!