I have two intentions as a Financial Advisor. The first is to assist clients find a balance between being in denial or obsession when they deal with their finances. My clients learn how to create and sustain a financial plan that is realistic and effective. Second, I provide the opportunity for Socially Responsible Investing which produces positive global change, competitive returns, and offers us the opportunity to walk our talk.

My process as a Financial Advisor offers a broad and candid exploration into your relationship with money. Retirement planning will be an important part of our process, but equally valuable is becoming aware of the financial stories you may cling to (innocence, powerlessness, entitlement, etc.) that prevent you from truly enjoying financial health. My approach to financial planning can be found in my handbook, The Wealth of an Ordinary Life.

For a better sense of my work, visit my website at www.sociallyresponsibleinvesting.org.