Are you just starting out in life and new to money management? Or do you need support with your parents' finances? Whatever your individual financial needs, we are here to help. We take the time to understand your goals, values, and unique situation - and then combine that personal attention with smart tools and insights to help you achieve your goals.
Are you an entrepreneur with great ideas and energy - but you need support with bookkeeping and reporting? We can help! Financial guidance doesn't have to feel cold, confusing, or impersonal. In fact, you should feel empowered to take control of your day-to-day finances and make grounded decisions for your business from a place of balance and perspective.
After a long career at JHU, I am excited to bring my experience in finance and personal wellness to individuals, families, and small businesses. I believe that true wellbeing depends on balance, clarity, and purpose in both worlds - financial and personal. See below for more about my experience, training. and credentials. Reach out to learn how I can help you!

My years at Johns Hopkins began as a student in the Carey Business School (then called School of Continuing Studies) where I acquired skills in finance, management, and quantitative analysis. I later served as associate dean in several schools at Johns Hopkins. I focused on outreach, program development and operations.

We manage a company's financial records, ensuring accuracy in data entry, reconciliations, and financial reporting. We coordinate with your CPA and other professional advisors to prepare for tax filings and other compliance needs.

We specialize in the Intuit QuickBooks tools to help small businesses and nonprofits with expert consulting and financial insights on their business health and how to achieve their goals.

We follow the AADMM Code of Ethics ensuring client privacy, integrity, and confidentiality, and commitment to continuing professional development. We have passed the required background check.
Flexible plans designed to fit your needs. All engagements begin with a free consultation so we can find the right fit together.
Bill payment and scheduling. Account monitoring & fraud alerts. Monthly account summary. Up to 2 financial accounts.
Everything in ESSENTIAL. Plus-- Expense tracking & categorization. Insurance and benefits follow-up. Coordination with financial advisors. Up to 5 financial accounts.
Everything in STANDARD. Plus -- Tax document organization. Family member coordination. Priority support & response. Unlimited accounts.
For one-time services or initial setup fees.
Begin with a free consultation. Fees billed monthly.
Monthly bank reconciliation. Profit & Loss statement. Expense categorization. One (1) business bank account.
Everything in STARTER. Pluss -- Accounts Receivable and Accounts Payable tracking. Balance sheet & cashflow report. Monthly financial summary meeting. Up to three (3) accounts.
Everything in GROWTH. Plus -- Full reporting suite. Quarterly financial reviews. Tax prep coordination support. Unlimited accounts.
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