Welcome.

I am a financial planner in Austin, TX, providing advice to individuals and families for an hourly or flat fee. My services range from consulting on specific issues, such as budgeting or saving for college, to comprehensive financial reviews. I do not manage investments or sell commission-based financial products, and I do not have minimum income or net worth requirements for clients. 

I enjoy helping people decide how to use their resources to create the life they want. I particularly like working with people who are building careers and families and who want to prepare for their futures but who do not yet have large investment portfolios. My goal is to provide education as well as objective advice, so that my clients can increase their understanding of personal finance while they are building financial stability.