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Financial Planning + Tax for Tech Workers

Financial Planning for a New Generation

You know you can do more with your money. I know financial planning can get you there. Let’s balance your life now with what you want in the future. Are you ready?

Learn more here or schedule a call with me today.

  • Proactive Tax Planning
  • Align Spending with Values
  • Strategize Stock Payouts
  • Tax Preparation
  • Invest with Confidence
  • Plan for Your Future
As Seen In
  • The Wall Street Journal
  • CNBC
  • The New York Times
  • The Boston Globe
  • Forbes
  • InvestmentNews