How do I help our clients live a richer life?
My greatest professional joy is helping our clients live richer lives by serving as their Personal CFO and guiding their financial and life planning needs. First I help our clients define what living a richer life means to them, then we work together to determine the best path to bring that vision into reality. Of course, life changes over time, so I ensure our clients’ financial plans continue to evolve with new priorities and dreams. A large part of my role is being a financial coach, in addition to a financial planner, which is one of my favorite aspects of this work. This, to my great satisfaction, is how I help our clients live richer lives.
How do I spend my time outside of Brighton Jones?
The urbanite in me loves Seattle, but nothing makes me feel better than spending time in wide open spaces. My happy place is easily found on the hiking trail, visiting a winery or cidery, or exploring all the delights of my island home, Vashon, and I’m often joined by my husband Ben. In addition to Pacific Northwest wanderings, I treat myself to at least one trip abroad each year to keep my travel bug satisfied. I find satisfaction volunteering my time on the ambassador board for Friends of the Children in Seattle. I also enjoy listening to audiobooks and podcasts on-the-go or while cooking dinner. I’m inspired by the pursuit of passion and success, and how we all uniquely define those for ourselves.