This is not wealth management. This is real-life help with the day-to-day realities of money.

I intentionally keep my work local. I serve clients primarily in Bethel, Pittsfield, Rochester, Sharon, and Stockbridge, Vermont (and surrounding areas).

This work is for you if:

• You feel overwhelmed by your finances.

• You’re living paycheck-to-paycheck (or close to it).

• You want help understanding taxes, bills, and budgeting.

• You’re trying to get out of debt or stop the cycle.

• No one ever really taught you how money works—and you want to learn.

• You don’t need to have it all together. You just need to be willing to start.

Who is is NOT for:

• You’re looking for investment or portfolio management.

• You want advanced tax strategies for wealth building.

• You already feel confident managing your finances.

• There are many professionals who specialize in those areas—this just isn’t that.

Services are for:

• Individuals, including students and young adults

• Couples

• Families

• Small businesses

Non-traditional individuals, couples and families welcomed.

I offer simple, straightforward pricing, with flexibility. If cost is a barrier, let’s talk.

Initial call will be phone or remote (30-45 min). In-person meetings can be scheduled at mutually convenient, safe place.