While it’s quite possible we just met—through this website or hearing me speak at an event—we are here to serve you no matter what phase of your financial life you are in.
We genuinuely offer you this invitation: get a little taste of what your savvy life could be like when your everyday money works for you by simply reaching out to us via phone or email.
Here are just a few questions you might have:
- How can I best start to track where my money is currently going?
- How are you different from my CPA or accountant?
- What can I expect when I work with you?
Thank you for your willingness to explore better ways of living the life you want.
The Savvy Life
516 Cleveland Street
Redwood City, CA 94062