I help people better understand their personal finances in plain English. If your money feels confusing or disorganized, this service is designed to help you get clarity without pressure or judgment.Through a short video call, we take a snapshot of your current situation. After the call, you receive a personalized written summary that explains what’s going on, outlines common approaches people use in similar situations, and highlights key tradeoffs and questions to consider. This is educational only — not investment, tax, or legal advice.
Understand your money better — schedule a clarity call