Make confident decisions about your financial path.
No matter where you’re starting from, we’ll work together to develop robust financial goals that match your values and vision for life and create an organized plan to meet those goals. Whether you’re looking for an ongoing business relationship, a one-time solution to a financial inquiry, or an affordable, well-researched investment management option, I can help you make your next financial decision with confidence.
For clients who are ready to put their whole financial picture together in an intentional way. We’ll work on goal setting, and then develop a robust step-by-step plan to help you confidently work towards what’s important to you.
For clients looking for affordable, well-researched management for their retirement or other investment accounts. I offer competitive pricing and there is no minimum to open an account
For clients who have a specific question about one area of their financial picture. We’ll investigate your options, and I’ll make recommendations to help you strategically tackle your most pressing financial concern.
Throughout my career as a high school math teacher, I’ve learned a few things about how to live in a financially sustainable way on a moderate paycheck. During that time, I also learned to leverage my skills and decision-making to bring in extra income, grow my net worth, pursue the life I wanted, and contribute
to my community.
I fell in love with helping other people through the same process, and started Sustain Financial to help others make the most of their present income while strategically planning for their future. It’s been incredible to see what people can do for themselves, their families, and the world around them when they are not constantly stressed about money. Powerful financial decision-making is well within your reach, and I want to help you embrace the growth that comes with that.
Learn more about my qualifications and experience.
My Approach to Planning
I work from the core belief that your financial plan is only going to work if it truly reflects what you want in life. So, before we start putting any strategic steps in place for you, I’ll work with you to help you develop intentional financial goals that reflect what you really value.
In an ongoing planning relationship, we’ll tackle each important piece of your financial picture through the lens of the goals we set. This is done in 6 planning meetings over the course of a year. Each time we meet, we’ll dive deep into one part of your plan, and break it into manageable parts and concrete action steps.
Financial planning is a long-term process, and as our relationship continues, we’ll revise your plan to reflect all of the unexpected turns along your path. As your financial planner, I’ll be there each step of the way to help your plan flex and adjust to wherever life takes you.
My Approach to Investing
As a registered investment advisor, Sustain Financial Inc. is a full-time fiduciary—that means decisions about all of your accounts are made in your best interest. I offer strategically built investment portfolios that suit your risk-tolerance, goals, and investing timeline in both traditional and socially responsible versions.
I am a strong believer in affordable investments, and all other things being equal, I prioritize funds with low fees. By keeping my management strategy well-researched but simple, and keeping company overhead low, I am able to keep the fee I charge for investment management low, which means you keep more of the return on your investments.
Don’t wait to take control of your financial situation.
Sustain Financial Inc. is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Sustain Financial Inc. in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sustain Financial Inc, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.