Thanks for your interest in working together! I’m excited for the opportunity to learn more about who you are, what you’re looking for, and how I can help.
I’ve recently joined Fruitful, an amazing team that’s building something really cool. Our vision is essentially to marry top-notch financial planning with a robust tech platform that makes it as easy as possible to get from advice to implementation, ensuring that your money is always working towards the things you value most.
And the good news is that we can absolutely still work together! I’m still helping people with every part of their financial lives, from budgeting and savings to retirement and investments to insurance and estate planning, just now with access to better tools and an amazing team supporting me.
One way or another, I would love to help you get the guidance you need. Please don’t hesitate to reach out any time.