Just Advising
I believe professional financial planning should be accessible. That’s why I founded Just Advising, a firm designed to work with young adults and family starters. People who are building their careers, growing their families, and want to be intentional with their money. Many of you might be interested in making a positive impact and want to learn more about ESG (Environmental, Social, and Governance) and SRI (Socially Responsible Investing) investing. This is a space I'm passionate about, too, and will help you figure out how you can get involved.
As a flat-fee, advice-only financial planner, I don’t sell any products or charge fees based on your assets. This structure allows me to provide you with advice without asset minimums. My services are designed to address the questions relevant to you. I focus on values-aligned Investing (ESG/SRI), cash flow planning, and money habits.
My goal is for you to walk away from our meetings with a clearer understanding of your financial picture and the options available to you. If this interests you, I'd love to meet you!
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.