I show motivated professionals how to make smart, mindful money moves to reach financial and personal success. Since 2013, I've been working to develop frameworks and strategies to teach others how to make the most of the resources available to them to grow businesses, achieve financial freedom, and start living the life they want NOW instead of waiting for tomorrow. Creative Director | Through writing, podcasting, content creation, and speaking, I teach people how to use my two favorite tools for designing a fulfilling life: money and mindfulness. My goal is to provide my audience with a framework to use to clarify priorities, identify opportunities, establish values, and build a strategy to best capitalize on the time, energy, and money resources they have available to achieve what's most important to them. To get a feel for what I enjoy sharing most, tune into Beyond Finances on Spotify, iTunes, or your favorite podcast player. Business Operations | I'm the Chief Operations Officer for Beyond Your Hammock, a fee-only financial planning firm in Boston serving professionals in their 30s and 40s. My responsibilities include managing our team and the delivery of customized financial plans, coordinating communication between BYH and our clients, supporting clients and proactively managing those relationships and experiences, creating processes and developing systems, and holding all team members accountable to goals and the long-term strategic vision of the business. Content Marketing | In addition to my role as COO, I also serve as director of marketing. Where most financial planners get almost all of their clients through referrals, BYH gets the majority of our new clients through my content marketing strategy and tactics. I lead efforts on communicating the value of BYH to our audience, prospects, clients, and peers through content creation for our website and blog, producing and co-hosting our podcast, and managing and implementing all digital, inbound, and content marketing strategies.
Listed skills include Blogging, Writing, Social Media, Copy Editing, and 28 others.