Working Globally from San Francisco

Client Comments

Thanks for the reality check about the job offer. The company offered more than I imagined. This financial good fortune and the money management skills are auspicious.”

Thanks for making a meeting about such a sticky wicket—my mother’s situation—actually enjoyable.”

I had Chinese for lunch and my fortune read ‘A way out of a financial mess is discovered as if by magic.’ Yippee!”

I am understanding my relationship issues around money. Your advice is exceptionally good and comes from an open heart.”

I didn’t feel one bit judged, which has not been my experience with financial people in the past.”

Yesterday was very emotional and difficult in many ways. But, I feel so much better today—kind of like having a clean slate.”

The spending plan is a comfortable and supportive structure—unlike the vagueness of not keeping track, and the endless nights of loosing sleep worrying.”

This is really paying off. It was time consuming in the beginning, but I love knowing what’s going on with my $$. Very empowering.”

You are steady, gentle and wise in your approach—all qualities that are wonderful, vital and important.”

I am now in a way better place financially than I have ever been.”

You have really transformed our lives. Your help will allow our partnership to do and have everything we want in life.”

I have remained debt free, have $35K in savings and contribute the yearly maximum to my 401K. Consider me a success story.”

You acted as neutral party to help us get on the same page. It was good to be able to express our next steps together.”

It was helpful when you talked about your own experiences with setting boundaries. It makes me feel you really understand how it’s hard to change behaviors.”

You were never judgmental, but always supportive, encouraging and positive. I loved our conversations because they went deep, and that is rare. “

Thanks for reminding me about the power of gratitude. I have tended to see the past as a construct of the mistakes I have made. I like that your financial consulting includes practical spirituality.”

We have eliminated nearly all our credit card debt, got out of trouble with the IRS, and started socking away money in both savings and retirement funds. We’ve enrolled in a first time homeowners program and made compromises regarding joint finances.”

The time and money spent with you has been paid back many times over.”

I have struggled with money for many years. Being able to have control and understanding of where our money is going is very grounding for both of us. There is much work to be done, but with hard work and consistency, we will be successful.”

Working Globally from
San Francisco

PH: 415.333.6972


1693 Polk St., Suite 210
San Francisco, CA 94109


230 Teresita Blvd.
San Francisco, CA 94127

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