I offer financial coaching for individuals and families seeking an overall financial strategy from a knowledgeable, neutral party. Here are some of the types of questions clients have sought me out for:
I just received an inheritance, what should I do with it?
I would like to buy a home, am I in the right financial shape to do so?
How can I plan for myself and my children's education in the best way?
How should I plan for my elderly parents?
How do I vet a potential financial advisor?
For the past 20 years, I have helped nonprofit organizations from start-ups to those with 5M+ annual budgets develop and execute successful fundraising strategies. I work with 3-4 organizations a year to create and implement individual donor campaigns, events, and overall strategic giving plans. 2021 clients include the New Mexico Environmental Law Center, the Santa Fe Indigenous Center, and Teach For America, New Mexico.