My Projects Include:
Financial Life Planning
Financial Life Planning is a unique and profound process of helping individuals
and couples design & create their desired lives through a blending of Financial
Planning, Life planning, and Coaching. I have found Financial Life Planning
to be the first financial advisory profession where the entire focus is on
enabling the client to live more joy-filled lives rather than simply accumulate
financial wealth.
Life Coaching
Life Coaching is inspiring an individual or team to produce a desired result
through personalized teaching, expanding awareness and designing environments.
Coaching opens ways for people to get in touch with and honor their deepest
values / qualities that reflect who they really are as well as discover their
deepest aspirations for their work and their life. My experience has shown
me that clients discover that as they work to improve various aspects of their
life with their coach, they also discover doors opening in other areas of their
life and new opportunities presenting themselves.
Some the benefits my clients tell me they have realized in working with me are
- More Joy
- More Abundance
- More time for the important things
- More money
- Better decisions
- Fewer problems
- Faster personal growth
For more information or a complimentary coaching session with me, please email me!
Conscious & Simple Living Practices
This is not about poverty or deprivation. It is about discovering what is "enough" in
our own lives — based upon thoughtful analysis of our lifestyle and values — and
working to discard the rest. I often refer to this as “rightsizing the bar.”
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