Work with me

Interested in working with me?

Start with Greater Than Financial’s no-cost fit review, or visit the firm’s website for more information about services, pricing, and the planning process. Visit Greater Than Financial

The Greater Than Financial team has experience working with:

• Professionals in their early to mid-career stage
• Equity compensation recipients
• High earners
• Pre-retirees and retirees
• Small business owners
• Dual & single income households
• Inheritors of wealth
• Generous givers
• and more!

If you're unsure, we'd still love to talk.

Start with a no-cost fit review to see whether we’re a good fit for your needs.

Start Here ↗