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You want to use your wealth to create

more freedom and flexibility in your life

Let's align your finances
with what matters


You're a professional in your 40's or older, and you wonder:

I’m so competent in my job, how can I lack so much confidence when it comes to money?

Will I ever be able to get off the treadmill and live the life I really want?

Can I support my family and still have a career I love?

Do I really have to choose between meaning and money?

Wouldn’t it be amazing if you could wake up each morning excited about the day ahead of you?

I had a successful career on Wall Street with all the trappings – private schools for the kids, vacation home, everything you’d expect from a high six-figure earner, plus the long hours and relentless pursuit of more.

One day I woke up and realized I was using my life to make money rather than using my money to create the life I was yearning for. That was the start of my journey to create a life of purpose, a journey that included reviewing my spending, repositioning my investments, and building a firm financial foundation.

I founded True Abundance Financial Advisors because I believe:

You are not the sum of your earnings, you are the sum of your yearnings.

If you are looking for a guide to help you use your wealth to create more freedom and flexibility, you are in the right place. I can help you gain the clarity and confidence you need to align your finances with what matters most to you, and to move forward with less stress and more resilience.

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Let's talk about aligning your finances
with what matters, and how I can help

Schedule a Call