Coaching
I offer one-on-one financial coaching. Through coaching, I can assess your finances holistically, help you set financial goals, teach you tactics that can advance your finances, plan for taxes, provide accountability, etc. I specialize in people on the PhD track, from undergraduates to people with permanent jobs.
I do not offer investment or tax “advice” and am not a Certified Financial Planner, Certified Public Accountant, or similar.
To learn more about financial coaching with me, visit this page.
Asynchronous (Pre-Recorded) Financial Education Workshops
- How to Complete Your PhD Trainee Tax Return (and Understand It, Too!)
- Quarterly Estimated Tax for Fellowship Recipients
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