I’m rarely working on just one thing at a time.
That makes trying to answer the “so what do you do?” question a little complicated. I created this page to share what I’m up to and what projects I’m currently immersed in right now.
Chief Content Officer
Beyond Your Hammock
AKA: I manage all the marketing and operations for this fee-only, independent RIA. Beyond Your Hammock is a financial planning firm that specializes in helping people in their 30s and 40s use money as a tool to live a satisfying life right now — while still planning responsibly for tomorrow. If you’re interested in becoming a client, click here.
Your life is about more than just money — which is why you have to go beyond finances if you wanna build real wealth. Beyond Finances is the podcast that takes you from playing defense with your money to intentionally and strategically increasing your net worth so you can enjoy more freedom and flexibility. I’m your co-host, along with my husband, Eric Roberge — who is also the founder & lead financial advisor at Beyond Your Hammock.
…at an event near you
Whether it’s at a conference with 20,000+ attendees or an intimate workshop with about 10 participants, I know how to position people to reach the success they crave. I translate my experience as a content creator, marketing expert and strategist, and coach to countless financial advisors and other small business owners into breakout sessions at conference and events that provide attendees with the right mix of motivation and actionable takeaways. Want learn more about booking me as a speaker? Click here.
Since the time I won a creative writing contest in 2nd grade, I have most strongly identified with “writer” when it comes to describing who I am. Writing underpins the majority of the work I do. I’ve since evolved into a more multi-faceted communicator, but I will always be first and foremost a writer. Follow me on Instagram for some quick hits or check out my personal blog for longer-form essays.