I help everyday Americans have access to equitable, objective, and sales-free financial advice and financial coaching through SmartPath's Financial Wellness Program. SmartPath has been supporting employees for over a decade through approachable financial education, personalized financial coaching, and easy-to-use client portal and financial app. I help clients uncover their ideal life goals, navigate their values and money beliefs, and evolve their behavior to achieve their dreams. I believe in authenticity. I weave together inspiration and proven financial processes to yield innovative, ideal and sustainable financial plans for each of my client’s unique journeys.
All people, truly ALL people, deserve access to honest, affordable, conflict-free financial advice. No matter what.
29 November 2021