Meet Your New Money BFFs

In the more traditional sense, financial advisors help clients manage their money, choosing investments for them according to their goals and risk tolerance.
However, much of the work I do goes far beyond that. Rather than focusing on your investments, I focus on helping you uncover your goals–then giving you the tools and education you need to reach those goals.

I love working with young professionals, which I define as anyone under the age of 45, though I do have clients of all ages. This includes both individuals and families. In addition, I do a lot of work with entrepreneurs, freelancers, and artists. Finally, I love working with LGBTQ+ folx, including polyamorous families.

100% of my work is conducted via video conference, so I’ve got clients all over the United States! However, I do offer meetings in-person by appointment only in the Atlanta area, should the need arise.

I graduated from one of the top schools in the country, the University of Chicago, then went on to get a Masters in Business Administration at the University of Tennessee, where I studied both Finance and Marketing. I have approximately 5 years of industry experience and am a Chartered Financial Analyst (CFA) charterholder. The CFA charter requires you to pass three rigorous exams, verify four years of relevant work experience, and annually recertify your commitment to ethical practice. You can read about the CFA charter on the CFA Institute website. I'm also a CERTIFIED FINANCIAL PLANNER(R), which means that I have met extensive training and experience requirements, as well as commited to the CFP Board's ethical standards that require me to put my clients' interests first.

That John Oliver is a smart man. And damn right I am. I am legally and ethically required to put clients’ interests first in all matters, a standard that I’m proud to uphold. This also means that I do not sell products such as insurance and annuities, nor do I accept commissions of any kind.

I am a fee-only advisor. When I do financial planning or financial coaching work, I operate under a flat fee system. I believe in transparency, so you’ll always see the fees for each service underneath its description on my website. I also offer custom services at an hourly rate of $200/hour. When I manage a portfolio for you, I charge a fee based on how much money I manage: 1% of assets under management per year, billed on a quarterly basis. This means that if I’m managing $10,000 for you, you would essentially pay $100/year, broken into four quarterly payments of $25, set to auto-pay directly from your account.

Much like choosing a bank for your checking and savings account, every financial advisor has to choose a custodian, or company that holds the money in the investment accounts. I currently work with two custodians: Betterment and Charles Schwab. The former is easy to use and has a sweet client portal; the latter is more traditional, but has more customization options. Don’t worry, I’ll help you figure out which is right for you.

If you’re not sure what assistance you need, the best way to get started is to book a free, 15 minute meeting with me. This lets me pick your brain about what you’re trying to accomplish with your money, then offer up ideas of how I can help. Click here to pick a time that works for you, and I’ll give you a call!