Building and maintaining wealth requires a values-driven plan you can commit to for the long haul. Plans can adapt and change over time. We use a collaborative approach that guides you in discovering clarity around the ultimate driver of your financial plan—the passions and relationships that bring you joy.
We partner with individuals looking for a real bond with their financial advisor. They want someone who respects their values, gets their decision-making process, and champions their unique life goals. Our clients are:
We believe in diving deep into understanding the financial vision you have for you and your family. Through an exploratory process, we help you understand your money habits, pinpointing what ultimately matters to you the most. We also take the time to demystify economics that genuinely impact your life, making investments relatable and unraveling the 'why' behind your financial decisions.
Our straightforward approach empowers you to implement a plan that creates a fulfilling life for you and your loved ones.
I founded Real Wealth Planning in order to help individuals & families find true financial freedom through comprehensive financial life planning. I believe all people deserve access to fair, unbiased information about their finances, which is why I am a fee-only fiduciary financial planner.
Prior to launching Real Wealth Planning, I served as a Regional Director at Dimensional Fund Advisors, a low-cost investment manager, where I prioritized managing client assets in a manner that provided peace of mind. My clientele were high net-worth individuals and organizations, including endowments and foundations, an experience that prepared me for the work I do today.
Before entering the financial services industry, I dedicated nine years to the education sector, initially teaching mathematics to sixth-graders and later supporting educators and schools in financial literacy.
I am a two-time graduate of the University of Texas at Austin, holding a BA in Sociology and, ten years later, an MBA.
"Throughout my professional journey, I have helped families, business owners and teams make meaning of their finances. My goal is to help people feel empowered by and build meaningful lives with the resources we each have."
