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Helping high performers do more with their money. Financial Coach, Blogger, Entrepreneur. Say hello on Linkedin:

Adjust your plan now to avoid getting burned later.

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Tips for new entrepreneurs and executives.

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  • money management apps
  • banking and credit
  • payments technology
  • cryptocurrency

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1. Workplace Financial Wellness

For 2021, and beyond…


Job search


Equity & stock options

Three parts — cash, retirement, and moonshots.

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  • Which stocks should I buy?
  • Is it better to use a 401(k) or Roth IRA?
  • Are robo advisors all they’re hyped up to be?

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What’s the point of an emergency fund?

“What the hell is a fiduciary?”

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  • I don’t make enough to hire an expert
  • My finances aren’t that complicated
  • I have no clue what to even look for

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