“The least I can do is speak out for those who cannot speak for themselves.” [Jane Goodall]
Deciphering financial matters can seem complicated at times, so we work hard to make certain that the services we provide do not add another layer of complexity to the whole process. No web site or app can ever replace the nuanced, personalized services we provide. Overall, I believe that our collective financial talents and experience make our firm one that can deliver to clients a broad scope of unique talents and strengths.
I am an ardent conservationist and I love to travel. My first visit to Africa in 1996 changed my life, and I return as often as I can. Tourism is one of the ways we can help the countries in Africa. It helps the people by bringing dollars into the community, and it helps raise the profile of conservation and animal rights efforts in the region.
Affiliations: Fee-Only Planning, Certified Financial Transitionist® (CeFT®) of the Sudden Money® Institute, Money Quotient Licensee, Registered Life Planner® (RLP®) of the Kinder Institute of Life Planning, Accredited Domestic Partnership Advisor® (ADPA®)
Areas of Expertise: Life Planning, Financial Planning, Transition Planning, Tax Planning
Education: Stanford University, Certified Financial Planner (CFP®), Enrolled Agent (EA). An EA is a federally authorized tax practitioner empowered by the U.S Treasury to represent taxpayers before the IRS, a status that is the highest credential awarded by the IRS.
Memberships: Financial Planning Association (FPA), National Association for Personal Financial Advisors, Nazrudin Project, and the National Association of Enrolled Agents
Most effective saving tip:
Watch your housing costs
Who inspires me:
My greatest extravagance (under $100):
Getting a massage every 2 weeks
What inspires me:
Being in the bush in Zimbabwe
In my spare time:
I go birdwatching.
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