Life-Guided Financial Planning

Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope you saw useful reflections, applicable actions and new insights in the case studies. Below I’ve linked to various resources, some mentioned throughout the presentation and some I just think…

Salem Reads 2025

Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time – with me. I hope you found the information empowering and walked away with a few practical learnings you can apply. Throughout my presentation, I shared several resources to explore. You…

Building Your Legacy Workshop

Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope the exercise of composing your unique philanthropic philosophy was enlightening, and helpful in your giving journey. Below I’ve linked to various links to continue your learning. Please don’t hesitate…

Willamette University ICL

Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope you saw useful reflections, applicable actions and new insights in the case studies and my walk through financial services. Below I’ve linked to various resources, some mentioned throughout the…