You have a vision for how life could be.
Let me help you fill in the details.
I started Grow Well Financial Planning because I believe that everyone should have a confidant when they face money, career, and life decisions.
Often, people don’t seek assistance because they are unsure of who to trust. They want counseling, coaching, and advice, but fear they will be sold a product instead.
As a 20-year veteran of the financial services industry, I’ve seen enough to understand the roots of their fear and mistrust. That’s why I choose to be a fee-only financial planner who puts your interests– life, family, and career–first.
Finding financial advice is easy when you have $500,000 to invest or are getting ready to sell a business you’ve built. But who is there when you’re struggling to negotiate your first executive job offer, grinding along on a 7-year partnership track at your law firm, or starting your new business, overwhelmed by all of the financial questions?
IT'S TIME TO GROW
INVEST IN YOURSELF AND LET US FIGURE IT OUT TOGETHER.
On my career path, I found myself experiencing many of the same challenges and hard decisions that you may be facing, or have encountered already. I survived multiple rounds of downsizing at a small firm during the recession. I know what it’s like to be a junior executive at a company preparing to go public. I understand the tough decision to accept a lateral job move to learn more about my industry. I’ve helped lead a firm through multiple ownership transitions in c-suite jobs with a privately held company. Along the way, I’ve felt career burnout.
After 20 years in the financial industry, I found myself looking for more meaning in my work and found it at the intersection of my passion for this business and helping others navigate their life journey.
My own journey has taken me from my hometown of Wellesley, Massachusetts, to Colby College in Maine, to San Diego. My wife is a native of Ventura County, California, and a licensed clinical social worker (LCSW). When it came time for me to launch my own business, we decided to move to the island of Kauai after falling in love with the small-town life. Now, our two kids almost never wear close-toed shoes and our weekends are filled with time at the beach, paddle boarding, hiking, gardening, and being more involved in our local community.
If you find yourself facing a career transition or a turning point in your life, you know how overwhelming it can be. Perhaps you want to change careers completely, start a business, learn how to negotiate a job offer, or just feel financially stuck. I understand that facing all those big life decisions can feel lonely.
But you don’t have to go at it alone.
I’ll work with you to get clarity on exactly where you are today, help you evaluate the options in front of you, and stay with you on your path to answer all the questions that come up along the way.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I’M HERE TO LISTEN TO YOU, NOT THE OTHER WAY AROUND.
LET’S CONNECT AND MAKE SURE YOU GROW INTO THE LIFE YOU ALWAYS ENVISIONED.