Build stability. create memories. pay it forward.
Financial planning and tax guidance for parents navigating life’s busiest years.
helping parents in their 30s and 40s use money to support their future while creating maximizing life today.
our clients
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The early-career professional
You landed your first big promotion, and you want to start to build some financial security.
You know that you should begin saving for retirement, but you also have student loans and would like to save towards the purchase of your first home.
I help you create a stong financial foundation so you can move forward with confidence and flexibility.
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The mid-career professional
You have the basics covered, but you feel like your finances are becoming more complex than they used to be.
The stakes feel higher. Your investments are larger, your earning a higher income, and the tax ramifications of your decsions is greater than your early career.
I help you balance taxes, saving, and long-term goals so your on track for an ideal retirement.
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the busy family
Between kids, your career, and a hectic schedule, it’s hard to find the time to prioritize your finances. You’re in survival mode.
You are trying to balance paying for family vacations, with funding future college, while making sure your own retirement is not in jeopardy.
I help families stay on track for the long term while balancing the opportunity to create memories with family today.
Becoming a client of pay it forward financial planning
1) The Explore Meeting
This meeting is all about you! We’ll discuss where you are and where you want to go. At the end of our one-hour meeting we will talk next steps and how you can become a client!
2) Let’s get started!
We will celebrate you becoming the next client of Pay It Forward Financial Planning!
We will also get you setup with our firm’s software and begin to transfer your investment accounts.
3) Kickoff Meeting
We start by crafting your own Statement of Financial Purpose, which will act as our compass when making future financial decisions.
Your purpose brings meaning to your financials.
4) Initial Planning
This is a series of 30-minute meetings where we review all components of your personal finances.
Our structured onboarding is designed to be thorough without being overwhelming.
5) Review and take action
This last stage is where we will have a comprehensive snapshot of your finances.
We’ll create a roadmap to address your most pressing painpoints and goals.
why pay it forward?
I believe in working with people who want to build and use their wealth intentionally. That is, money (and wealth) should be used to support your needs today, plan meaningful experiences for the future, and make an impact over time.
At its core, Pay It Forward Financial Planning is built on the belief that money is a tool, not an end in itself. Your money can support your values, care for the people you love, and leave things better than you found them.
Build Stability. Create Memories. Pay It Forward.
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