Fruitful is the financial membership helping Americans in their 20s, 30s and 40s understand, organize, and optimize their finances. Fruitful provides one-on-one expert financial guidance tailored to members' unique lifestyles, goals, and stressors, seamlessly integrated with stress-free savings, spending, and investing.Fruitful members partner with a supportive and judgment-free CERTIFIED FINANCIAL PLANNER® professional who provides ongoing, actionable advice and easy-to-implement investment strategies to help them make the most of their money. Fruitful is less than half the cost of traditional advisory firms, with no fees or minimums to join, and includes a high-yield savings account and 2% cash back on all spending.

Meet with current and prospective clients to assess their personal goals and values, current financial situation, and financial needs.Analyze financial and investment information to determine strategies to help clients meet their financial and investment goals.Develop and present customized financial plans for clients addressing the following areas: financial goals, cash flow and debt management, investment analysis, retirement planning, insurance, college savings, employee benefits optimization, estate planning, tax planning strategies.Represent the client with CPAs, insurance advisors, estate planning attorneys, 401(k) administrators, and other professionals to carry out the goals of client service.Maintain strong relationships with clients through consistent contact, ongoing coaching and support to keep financial plans up to date, and being a knowledgeable resource as financial questions arise.Work with clients across the United States, both in-person and remote.Voted Best Financial Planner Blog at 2015 FinCon Plutus Awards.

Create informative and engaging content to make complex financial concepts easy to understand. Clients include: Fortune, SmartAsset, LendingTree, Magnify Money, MassMutual, The Simple Dollar, BuzzFeed, Fatherly, The Bump, Money.

Collaborated with CEO and Software Developer to design, test, and build cutting edge proprietary software with capability to integrate and measure healthcare data utilizing electronic medical records.Supported and partnered with Software Developer to take product from vision to implementationPerformed data analysis, cleaning, and synthesizing to standardize client information and run key performance metricsConsistently communicated and partnered with clients to define project scope and specifications.Researched new industry and government laws that impacted product and client business needsDesigned, tested and implemented new software functionality.Managed all client data and execution of proprietary data analysis.