About
I'm the founder of Planned, which is a financial planning app that helps users manage their finances, have a clear plan on how to improve their financial health, and holds them accountable to their goals. I'm a CERTIFIED FINANCIAL PLANNER™ with over 5 years of experience working with clients in the financial planning industry. After years of working as a CERTIFIED FINANCIAL PLANNER™ in the financial planning industry, I noticed that all of the clients I was working with were already wealthy. All of the advisors I worked with required a large amount of assets to work with them, and they weren't interested in working with smaller clients. That's what led me to start Planned. My goal is to make financial planning affordable for everyone, regardless of their income or net worth.
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