Rachel works with young professionals who don’t necessarily fit into the traditional ways of planning for retirement. She supports her clients in building a comfortable lifestyle both now and in the future. Rachel’s mission is to educate and empower her clients to create a financial plan that ensures a successful and fulfilled life.
Over the past five years, she has gained extensive experience in several areas of financial planning and operations. She has spent her career in investment management, helping individuals and couples successfully navigate retirement and the transfer of wealth to their heirs. She also operates as a consultant to other financial advisors helping them to develop streamlined processes and enhance the client experience.
Rachel officially obtained her CFPⓇ in 2020 and shifted her focus to specialize in wealth creation by building tax-optimized portfolios and developing multiple streams of income. She is an expert in helping young successful professionals achieve FIRE (Financial-Independence-Retire-Early). She helps her clients build a diversified portfolio focusing on strategies to maximize efficiency and growth. It’s not just dollars and cents; when you begin working with Rachel, she starts with understanding your goals and your “why” to give your money a purpose. She learns what excites and drives you. From there, you will create a plan based on what you want to achieve that is designed to evolve with you. Rachel’s working style is supportive, analytical, dedicated and patient. She will be your coach, keeping you motivated and holding you accountable.
You may find her on social media as “@THEFITCFP”. Rachel has always been an athlete and coach and finds several ties between fitness and finance that speak to her clients. She understands that both can be sensitive areas of our lives and everyone has their own unique past, present, and future that is ever-evolving. Her goal is to teach you the skills to achieve your version of financial independence and her most successful clients are those who are coachable, disciplined, and consistent.
Rachel lives in the Pacific Northwest with her husband, Jeff, and their three fur-babies. In their free time, you’ll find them in their fully equipped garage gym, traveling, or wine tasting.