Rigor for Your Financial Life
A financial planner and educator who combines academic depth with practical financial planning.
My work sits at the intersection of financial analysis, education, behavioral insight, and practical decision-making.
I believe educated professionals deserve financial guidance that respects their intelligence while making complexity easier to navigate. The goal is not to add jargon. It is to connect decisions, clarify tradeoffs, and help you act deliberately.
My background in business, finance, teaching, and financial planning informs an evidence-based approach that emphasizes clear explanation and integrated thinking.
Education, Evidence, Behavior, Integration
Education
Important decisions should be understandable. Education is part of the planning process, not an afterthought.
Evidence-based thinking
Use evidence and disciplined analysis rather than predictions, noise, or unsupported certainty.
Behavioral insight
Financial decisions are human decisions. Habits, fear, confidence, and uncertainty matter.
Integrated planning
Retirement, investments, taxes, risk, career, family, and legacy decisions are connected.