My Work: Virtual Fee-Only Financial Planner
My Roots: Half Rocky Mountain suburbian, half Okinawan islander
My Passion: I provide financial planning to people who are like me: those who want to raise a family without sacrificing their bucket list items. I empower my clients to align their money with their personal values, invest right, and use their wealth for good. I call that “living in Wealth Mode,” which sounds a lot cooler than “making good financial decisions.”
My Hero: Anyone who has made it out of the cycle of poverty to become wealthy [through moral, ethical ways].
My Favorite Quote: “Wealth is the ability to fully experience life.” – Henry David Thoreau
My Favorite Personal Finance Resource: Bogleheads
My Advice To Someone Beginning the Journey of Financial Education/Wellness: Learn all you can about personal finance but remember that knowledge does not equate to behavior. If you ever feel like you are hitting a wall or block with money, clarify your “why”. Get specific and think about why you want to progress financially: what are your goals? Where do you want to end up in life? And what will you feel like when you get there? If you check in on these questions honestly and often, you’ll create motivation. Motivation is the missing link that turns knowledge into behavior. And that’s where you’ll find financial success.
My Way of “Meeting People Where They Are”: My services are holistic along the spectrum of income level and wealth. People who need behavioral coaching, budgeting, and debt pay-off attention get that from me. People who have the basics down but need detailed investment advice and tax planning get that from me too. No person’s situation is too simple or rudimentary for me to take them from where they are on to the next level of financial success.
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My Question for Colleagues/Peers: What’s the best and worst financial decision you’ve ever made, and do you share those experiences openly with the people you serve?