Welcome to
Clear, comprehensive financial planning for millennials who want to uncomplicate their money.
Whether you want help making big decisions with confidence, cleaning up the chaos behind the scenes, or just knowing you’re not missing something important with your taxes or savings — we’ll work together to create a financial plan that gives you confidence for the “what if” moments.
Be honest: do you know what you’re doing with your money?
But even more importantly – do you know what your money is doing for you?
If the answer to either of those is anything but a confident “YES!”, it’s time to bring in a fiduciary financial planner who can help you simplify, organize, and maximize your finances – so you can confidently spend, save, and share with zero regrets or stress.
“What do you want to be
when you grow up?”
Speaking of questions – it was all fun and games when the only one you had to answer was:
But no one warned you about allll the ones that followed when you actually did grow up, like:
“What do you want to be when you grow up?”
“What do you want to be
when you grow up?”
Speaking of questions – it was all fun and games when the only one you had to answer was:
But no one warned you about allll the ones that followed when you actually did grow up, like:
“What do you want
to be when you
grow up?”
How much house can I buy?
Do I have my 401k invested properly?
What do I need to do to retire when I want to?
Am I paying too much in taxes?
How Do I Manage Finances with a Partner?
How Much Life Insurance Do I need?
Want the shortcut to all the right, data-driven answers?
That’s my entire job – and I do it with honesty, transparency, and enthusiasm. As your financial planner, I’ll take the time to get to know you (and your spouse, and your goals, and all the numbers) and help you develop a roadmap for your entire financial future – so you can stop stressing over money moves and actually enjoy your income (and life).
Hi, I’m Chelsea – CFP®, Enrolled Agent and Unapologetic Spreadsheet Enthusiast.
Meet your new financial planner
This is probably where a “traditional” financial planner would tell about how they build clear, comprehensive financial plans for high-earning millennials who want to feel confident in their decisions and calm about their future –
But since my entire goal is to shake up the way you approach financial planning, I’d rather start by getting to know you than diving into slides and strategies. My approach? Less “just max out your 401(k),” more “let’s run the projections and make it actually make sense.”
Hi, I’m Chelsea –
CFP®, Enrolled Agent and Unapologetic Spreadsheet Enthusiast.
Helping millennials make better plans for their financial future is my entire thing.
You’ve worked hard to get where you are – let’s get your finances caught up. I’ll help you take what you’ve built, zoom out, and create a clear plan that supports your current lifestyle and future plans, so you can truly enjoy your income and life without stressing about the financial details.