What would you do if you had to take over your family's personal finances? Do you know all of your banking information and how to pay all of the monthly bills? Do you know all of your retirement and brokerage account information? Do you know all of the logins and passwords required to keep your household running? If not, you need Clarity Financial Coaches to help guide you through our home finance literacy program. We will help you inventory your financial life, create a system for managing account information, and provide you with the tools to create a dashboard to keep track of your finances.
I’m passionate about helping people understand their financial lives. Far too often one person in a relationship manages the finances while the partner is left in the dark. My goal? I will provide financial coaching to both partners to get them on equal footing. In the unfortunate event that the primary financial provider is unable or unwilling to perform those duties, the partner can seamlessly fill in the role.
I have been fascinated by finance since I was a child. I worked on Wall Street as a technologist for 17 years and have always been drawn toward personal finance. I am intrigued by the FIRE (Financial Independence Retire Early) community and devour books, blogs, and podcasts related to improving the financial situation of my clients.
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