I started Level Up Financial Planning to help you increase your financial confidence. I understand how complex your financial life becomes and it's a full-time job to make sure you stay on top of all of the moving pieces of your life.
I specialize in working with Gen X & Y professionals in tech with growing families. Between employer stock and often a volatile industry when it comes to hiring booms and mass layoffs, your life may feel like a rollercoaster ride at times and I want to make sure you have a solid game plan no matter what life throws at you.
To accommodate young professionals, I have flexible fees schedules that range from hourly to monthly and can be reduced lower with asset management.