
Build Your Financial Plan and Investments Around What Matters Most to You
Your financial story is uniquely yours—and so is the path to building the life you want to live. Life Story Financial offers financial planning and investment services designed to meet you where you are today and where you want to go tomorrow.
Fee-Only Financial Planning & Investing Packages for Every Chapter of Your Life Story
I believe your money should support the life you want to live. That’s why my services are designed to evolve with you—whether you're just starting out, building momentum or preparing for retirement. Each plan includes personalized financial advice, ongoing support and a clear path forward—always grounded in your goals and values.​​

Just Need Help with a Specific Financial Question?
If you’re not ready for a full planning engagement, hourly financial advice is available for guidance on a single topic like:
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✔ Debt repayment & cash flow strategies
✔ Retirement savings checkup
✔ Investment portfolio review
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Schedule a call for an estimate on the number of hours needed for your topic.