I’ve been in the financial planning industry for over 6 years, working at boutique financial firms (if you’re really curious where, check out my linkedin).
I wanted to find a way to help the average person whip their own finances into shape (and be able to buy their own homes one day!). I also realized it’s a pretty scary thing for people to face, some people so much so that they don’t even open their bills. So one day, when I was sitting around a fire pit with a friend, who said she really needed financial help, but wasn’t sure if she wanted to talk about it, I said we should do it over brunch.
Immediately her shoulders untensed and her eyes lit up. “Yes! Let’s do, like, a brunch and budget!” And the rest is history.
If you need help getting financially organized and having a Certified Financial Planner(tm) take a look at things like your student loans, credit card debt, savings goals , employer benefits, investments, budgeting (or lack thereof), feel free to reach out. I’d love to brunch with you!