“If we create financial freedom for ourselves, the extra mental, emotional & spiritual space we free up will allow us to operate as our best selves in this lifetime”.
–Kate Northrup
What I can help you with
Developing financial strength to quit a toxic job & start a dream second career
Highly personalized & strengths-based approach to investing
Highly simplified investing
My philosophy & approach
My intent is to empower you to be able to make your own financial decisions confidently & sleep peacefully. At the end of the day, only you know your own personal situation, temperament & context best. Besides, it’s your hard-earned money so no one but you should make the choices with regard to your finances & investment.
I believe in a Sattwic approach to investing i.e. I believe that a solid financial foundation is built slowly & steadily by making wise & mature decisions and investing consistently over a long period of time. There are no short cuts to financial freedom. I do not believe in aggressively chasing high investment returns, competing with or comparing investment performance with others among friends & family, or taking undue risks in order to reach financial goals.
I hope to be able to demystify investing and make it as simple as possible for everyone. I am confident that if you educate yourself on sound investment principles, develop good financial habits and stay away from typical investing pitfalls you will benefit greatly.
The confidence & knowledge to invest independently
Peace of mind knowing you are on track with your goals
