Life and money go hand in hand. I’m with you through it all.

 

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Wayfinder is a different kind of financial advisory firm.

Forget suit and tie, in and out, polished presentations. You don’t want a bandaid. You want holistic, strategic care over your financial health with a fee you can understand. That’s why I started Wayfinder Financial, a full-service financial advisory firm offering everything you might expect from a traditional advisor. And I go further. Think life coach meets wealth manager meets friend you text when you’re faced with a big decision. If that’s you right now, send me a text. No, really.

 
 

It looks like this

Kitchen conversations

Wise counsel

What’s life-giving?

Accountability

Transparent

40 clients

Revisit, often.

Generosity

Care

…not this

Polished presentations

Product pushing

What’s lucrative?

Agreeable

Hidden agendas

Hundreds

Set it, and forget it.

Greed

Commission

 
 

AS FEATURED IN

 
 
 
 
 
 
 
 
 

 

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I work with a different kind of person.

Not everyone is a good fit for Wayfinder. And that’s okay. I work best with people looking for a deeper relationship with their advisor. Those willing to invite someone into their mess, and those who see money as a means to an end, not something to be idolized. Getting there takes work. The hard, roll up your sleeves kind of work. And that’s what we do – together.

 
 

This is how my clients work with me.

Text me before they decide to buy a car

Share their ‘expecting’ news before anyone

Invite me to their wedding

Meet me for coffee without an agenda

Seek encouragement in a tough season

Bring me ice cream when I have my tonsils taken out*

Seek my input on big life changes like career choices

Talk about all the things - money, religion, politics, mental health…

Invite me into their disagreements

Work with me to align spending with their values and goals

*Has happened. Actually, all of these have happened.

 
I cap my business at 40 clients. It’s all about quality, not quantity - which benefits my clients more than the business.

I cap my business at 40 clients. It’s all about quality, not quantity - which benefits my clients more than the business.