Finance
with a fresh perspective.
We understand the balancing act of wanting to enjoy today while securing a fulfilling tomorrow. And we believe you shouldn't have to choose between living in the present and investing in the future. We dive deep into your values, goals, and dreams to craft a financial plan that allows you to embrace both.
By working together, I'll help you:
Clarify your priorities.
What truly matters to you, both now and in the years to come?
Make informed decisions.
Gain the confidence to navigate life's transitions and financial choices.
Create a personalized roadmap.
A plan that addresses your unique financial situation and aspirations.
Experience peace of mind.
Knowing that you have someone in your corner, looking out for your financial present and future.
Meeting you where you’re at.
I know that traditional financial advisory services often miss the mark for many prospective clients. That’s why I started Maplewood Wealth—to provide financial advice that’s relevant to your stage in life. I’m dedicated to making financial planning straightforward and empowering, helping you achieve your dreams without the stress.
Young Professionals
Early in your career and want to build a strong foundation for the future? I'll help you maximize your income, manage debt, and invest wisely.
The Surprised Affluent
Making more money than you ever expected and unsure what to do with it? Navigating tax optimization and investment strategies can be a challenge. I'll create a plan that simplifies your financial life and ensures your wealth works for you.
Growing Families
Balancing the demands of raising a family with financial planning can be overwhelming. I'll help you prioritize goals like saving for college, buying a home, and protecting your loved ones.
Professionals with Complex Finances
Whether you're an attorney, business owner, or simply someone with intricate financial needs, I'll provide the expertise and guidance you need to make informed decisions.