hey there!
I help people organize their finances—from setting up High Yield Savings Accounts (HYSAs) and investment accounts to benefits like Employee Stock Purchase Plans (ESPPs), Restricted Stock Units (RSUs) and retirement accounts (401Ks, IRAs).
Book a free call to explore if working together makes sense—just start by completing a short pre-booking questionnaire.
Through my proven framework, I laid the foundation for a more intentional financial life—paying off debt, building consistent passive income, and creating long-term stability with systems that work in the background.
But more importantly, I built a structure that let me and my family slow down, step away from unfulfilling work, and enjoy a life we actually love—with more time, clarity, and ease.
Now I help others do the same by guiding them through the practical setup of key financial tools like High Yield Savings Accounts (HYSAs), investment accounts, and employer benefits like ESPPs, RSUs, and retirement plans.
Whether you're just getting started or looking to optimize what you’ve already built, I believe the right systems can replace overwhelm with confidence—and give you a roadmap to work less while moving further, faster.
Nice to meet you!
