Are you a fiduciary?

Yes. As a CFP® professional and Registered Investment Adviser, I operate under a fiduciary standard and always act in the best interest of my clients.

What kind of clients do you typically work with?

I specialize in working with individuals and families in the wealth-building phase of life—especially entrepreneurs, creatives, professionals in tech, healthcare, and law, and anyone navigating inconsistent or evolving income. Many of my clients are managing equity compensation, business growth, or real estate investments and need guidance that adapts to their unique financial lives. The connection between most of my clients is that they are concerned with how climate change may affect their wealth, stability and plans

What services do you offer?

I offer comprehensive financial planning and wealth management, including investment strategy, risk management, tax planning, retirement readiness, insurance reviews, and real estate strategy—with a focus on climate-smart investing. Services are available as a one-time plan, ongoing partnership, hourly consultation, or asset management depending on your needs.

What is your approach to financial planning?

I help clients clarify their goals, organize their finances, and develop strategies to build long-term wealth. That includes defining timelines, plugging cash flow leaks, evaluating income opportunities, and building an investment plan that fits your risk tolerance and priorities. My approach is collaborative, educational, and designed to evolve with you over time. I use project management tools with my clients so we are keeping track of what has been accomplished and what still needs to be done. 

What are your credentials?

I’m a CERTIFIED FINANCIAL PLANNER™ professional, registered as an Investment Adviser in California and Texas. I also hold an Executive Certificate in Financial Planning from San Francisco State University, a BA from Oberlin College, and an MFA from California College of the Arts.

Are you a fiduciary?

Yes. As a CFP® professional and Registered Investment Adviser, I operate under a fiduciary standard and always act in the best interest of my clients.

Do you sell financial products?

No. I don’t sell any investment or insurance products, and I don’t receive commissions or kickbacks for any recommendations I make. My role is to provide objective, unbiased advice tailored to your goals—not to sell you something. While I do manage investment portfolios for clients who choose that level of service, it’s always part of a broader, values-aligned plan, and you’ll be fully informed and involved in the process.

Can you advise on insurance?

Yes. While I’m not a licensed insurance agent and don’t sell insurance products, I provide comprehensive, unbiased reviews of your current coverage and help you identify the types and levels of protection that best fit your goals. Our firm places a strong emphasis on risk management, and we have team members who specialize in this area to ensure your insurance strategy is thoughtful, up-to-date, and well-integrated into your overall financial plan.

How often will we meet?

That depends on the type of engagement you select. One-time plan clients typically meet 3–6 times over the course of the project. Ongoing clients may meet as often as monthly early on, then transition to a regular cadence based on need. Hourly clients meet as needed, based on specific questions or projects.

How do you keep my information secure?

We only work with software providers and partners that meet SOC 2 standards and use bank-level security, so your data is always protected.

Have other questions? Drop us a line at hello@insightpersonalfinance.com, and we’ll be happy to answer them!