Personal Finance

Let’s start with the disclaimer (remember, I’m a lawyer): I am NOT a certified financial planner. If you wanted to inquire about which stocks you should invest in, I would tell you to talk to someone that understands the market a lot better than I do. However, I can offer advice, resources, and help in making sense of your money around basic financial principles.

Somehow – probably due to my own financial choices over the years – I have become the person everyone comes to when they have questions about money. I’m a master at budgeting and figuring out the easiest way to stick to it, without telling you to get rid of your eight different video streaming services (step one: “bundle and save!” is often a lie). Looking to build up your rainy-day fund, save for a big trip, or determine your 401(k) contribution? Been there. Trying to figure out which health insurance plan makes the most sense for you or how to tackle student loan payments? I get it.

I have created two easy tools to manage my money, and I believe in adapting them in a manner that serves your needs in the best way possible. I’m also a huge advocate of financial independence and the personal responsibility required to stick to your goals. For that reason, this service is FREE.

See? Already on your way to saving money!