I love talking about personal finance. I am eager to be a helpful resource or just enjoy a passionate conversation about finance. Either works for me. :)
Very excited to chat!
Marymount 1:1 Meetings
Following the onboarding session, we will be offering ongoing one-on-one meetings for Marymount School faculty and staff who would like more personali...
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Following the onboarding session, we will be offering ongoing one-on-one meetings for Loyola School faculty and staff who would like more personalized...
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A time for us to connect, review your portfolio together, and make thoughtful updates to your financial plan so it continues to reflect where you are ...
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About InertiaInertia is a behavioral fintech platform built to help people actually follow through on their financial plans. By combining automation, ...
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Let’s get you unstuck. In this call we’ll clarify your goals, identify your #1 constraint, and sketch a simple action plan. If it feels aligned, w...
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Thanks so much for booking a content interview with me — I'm really looking forward to our conversation! 🎙️✨This is a casual, recorded 30-min...
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IntroHey there! I’m really looking forward to our Coffee & a Second Opinion Call! This is a great chance for us to chat about your financial situati...
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Welcome to your Money Her Way coaching session — a safe, structured, and transformative space designed to help you take full ownership of your finan...
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