The best things in life are free.

I’ll take care of the rest.

Money decisions shouldn't feel like guesswork.

Financial planning isn't just about squeezing out the highest possible return — it's about using your money to build the life you actually want, with security and peace of mind along the way. I'm a candidate CFP® (board exam passed, currently completing my training towards certification), and I'm offering free, no-strings-attached financial education to anyone who wants it.

Full transparency is what's in it for me: these conversations count toward the required training hours for my CFP® certification. So it's a genuine win-win — you get free, pressure-free education, and I get real-world practice toward becoming a certified financial planner.

I can't give you personalized advice — but I can help untangle the concepts that feel confusing, intimidating, or just never got explained to you in the first place.

This is for you if you're:

  • Just starting out and want a solid foundation before you dive in

  • Already working with a certified CFP® and want to walk in with the basics covered, so your sessions (and their fees) go further

  • Making your own financial decisions and want someone to help solidify your understanding

No question is too basic, and nothing here is a sales pitch. Sign up for a free chat, or send me your questions ahead of time and I'll come prepared.

Here are some common questions:

  • Roth IRA vs. Traditional IRA — what's actually the difference?

  • An uncommon tax situation that's got you stumped

  • The different paths to planning for retirement

  • What a 401(k) match means and how much to contribute

  • Whether an HSA is worth using, and how it works

  • What separates a financial advisor from a CFP® (and everything in between)

  • What "diversification" actually means, in plain English

  • How compound interest really works over time

  • What affects your credit score

  • Budgeting frameworks like the 50/30/20 rule

  • How life insurance works and which type fits your situation

  • Debt payoff strategies: avalanche vs. snowball

  • Estate planning basics — wills, trusts, and the difference

Get started today.