PS Worth is a fee-only, independent, firm specializing in holistic financial planning for mid-career professionals and entrepreneurs. Our mission is clear: empower people to take control of their finances, because when they do they increase their choices and the freedom to live their best lives.

For most of my 25+ year career, I’ve crisscrossed between business and finance — working at firms like Deloitte, American Express Financial Advisors, and the Small Business Development Center — because I loved both areas.

 

So, in my practice, I use a mix of the two. There are some great business principles, especially in the areas of clarity, that fit neatly in holistic financial planning. I love seeing the light bulb go off as clients get it — that minding your money can not only be fun but that it can allow them to live their best lives.

 

Personal notes to you:

• Money can be a scary. I know, I’ve been there myself and I’ve worked with a number of people who started out fearing their numbers who are now using them to make better decisions. This is a no judgement zone.
• I promise to communicate using plain English and I’m putting it on you to ask questions if you don’t understand something.
• As a fiduciary, I am committed to prioitizing your best interests above all else.

 

As your partner my goal is to help simplify your finances, maximize your profitability, and build personal wealth.