
Guiding leaders toward better decisions in complex environments.
For more than 20 years, I have advised clients, executive teams, and boards of directors in strategic planning and implementation. My work has included facilitating the development and implementation of multi-sector impact investment portfolios valued at up to $700 million and supporting knowledge exchange across 85 countries. These experiences strengthened my ability to understand different perspectives, organize information, and help people make consequential decisions.
Today, I bring those skills to financial coaching for career-driven, high-income women and couples. Through one-on-one coaching and group Financial Edit sessions, I help clients understand their financial position, clarify their goal, and develop habits and systems that support consistent progress.
This work is personal. After paying off $204,000 in debt in two years, I became deeply committed to helping others build financial knowledge and confidence. My approach combines thoughtful questions, practical education, and a clear plan for following through.
I am preparing for the Securities Industry Essentials (SIE) exam and pursuing a client service role with licensing sponsorship as I build toward a career in financial advising. I bring a consultative approach, experience supporting complex decisions, and a commitment to attentive, individualized client service.
I partner with academia, foundations, philanthropies, government, professional services, boards of directors, and non-profit organizations located in the United States and internationally in the areas of:
I take a structured approach to facilitating conversation and designing networks that share knowledge across boundaries, focusing on clear objectives, voluntary participation, and shared leadership. I believe in centering marginalized perspectives, fostering collaboration, and driving practical, scalable solutions. My approach is based on the Knowledge Network Effectiveness Framework by Dr. Katrina Pugh and Laurence Prusak. I offer facilitation services for:
Sarah Calvert, USAID
Lisa Mwaikambo, Johns Hopkins University
JC Vannatta, TriMet
Jean Paul Pétraud, Evaluation Consultant
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