Ask the Oracle

About Your Money Worries

I'll help you to make your own decisions

Our Services

Having money and knowing what to do with it are two completely different experiences.

I can help you do the smart money things you know you should do. I'll let you be in control of your money at all times. I'll give you straight, honest answers even when it doesn't benefit me. I'm here to serve you and to help you be the happiest you can be. I don't want you to be stressed by your money. I want you to be free.

I've trained in Gestalt Therapy, Family Therapy (Carl Whitaker), School of Healing Arts, The Financial Transitionist Institute (CeFT), Masters and Doctorate in Emotional Conflict. I've worked with parents and kids with psychological and/or developmental all issues and have helped clients while they experienced trauma.

I've worked with a lot of gifted and creative individuals, whether you are a musician, artist, animal lover or another type of creative; we can help.

I love learning and I love learning from my clients.

Wealth management - Do you wish you had more knowledge of your money, but keep putting it off because it isn't your strong point? Let me help you feel more confident about your money decisions.
Portfolio management - I can help you manage your current investment portfolio you might already have (from an old job or old relationship).
Monitoring of accounts , both managed and unmanaged - Need help reading your statements? Feeling stressed about finding the time to check your accounts or just don't want to? I can help you find a system that works for you with as little or as much help from me as you want.
Estate planning and other referrals - Time to plan your estate value or need help with an estate? I'll help you handle your estate needs and make things as easy as possible.
Big picture view of your personal finances - Don't know where to start? Let's start with a high level view. Bring me your financial documents and I'll help you see the big picture so you can have a better idea of where your money is being spent and adjust accordingly.
Special Needs planning - taking care of someone with special needs or know someone that is? I can help you manage your money to take care of them, without forgetting about your needs.
Investment management - Do you want to save for something big in the long term (i.e. a business, home, retirement)? I'll help you invest in the things that align with your values.

Clients trust Delphi because...

I will listen to you. Trust you. Empower you.

How do you want to feel after talking to your financial manager? Do they help you cultivate your wealth and enable you to create the life you envision?

You've got this.

Whatever life just threw at you.

You got it.

And if you work with me, I've got you.

Breathe.

Then, ask me a question

and you might find a life-long friend (that can answer your money questions)

who protects your finances from the vultures

without charging you an outrageous fee

Schedule a complimentary Initial Chat to get to know each other

Schedule Our Chat

If we meet in person, let's start with a sweet tea and see where the conversation takes us :-)