Fiduciary Financial Planning for Millennial Parents

Live with confidence and purpose.

Are you a parent in your 30s-40s?

Desiring to manage your finances strategically?

Green Trails Wealth walks alongside you, advising on your financial wellbeing, as your fee-only financial planner.

I guide, coach, and mentor you such that you live confidently, purposefully, and with contentment.

Receive advice tailored to you from a parent with 16 years of experience at two banks, Goldman Sachs and First Republic.

I love financial planning, but I get even more joy in the process of understanding you.

What are you passionate about?

What are your dreams and values?

We'll talk about money, but we'll go deeper, too.

Listen more.

Give you analytically rigorous advice.

Challenge you respectfully.

Serve as your fiduciary and advocate.