What are you doing that you can't see?

What's preventing you from being in a bigger role and making more money?

You have always been able to figure it out.  You are smart, rational and persistent, yet the current feedback makes little sense, or you don't know where to start to change it. I help you become aware of your blindspots, and then we create an action plan to get you the result you want.


You've always been successful, however, you are currently facing a problem that you can't seem to crack. 

Level up means: 

  • Get promoted and make more money

  • Unlock your value: reorient your presentation and get paid what you're worth

  • Figure out what you're doing that is preventing you from having a bigger role

  • If you're self-employed and there's no "next step," level up means creating an intentional path forward to getting what you want

  • Be happy, not hating yourself or marking off the years of your sentence on a calendar; perhaps even be a force for good in life, not just a taker

  • Feel more connected and engaged at work and at home: how you do anything, is how you do everything

Unofficial bio

After 18 years in New York, my wife Caroline and I recently moved to Los Angeles as we are expecting our first child — a daughter. While we miss the bars and restaurants of of NoLita and the electricity of New York, we are settling into the quieter West Side of LA. Venice, CA reminds me of the West Village in 2001 — a bit edgy with a lot of character even as gentrification seeps in. There’s a lot of beautiful street art on buildings and flowers popping out of every fence and hedge. I don’t think I’ve met anyone actually from LA here — it’s mostly ex-pats from New York, London and other cities.

Over the past five years, I’ve pivoted away from 24/7 finance to building a healthy coaching business with the support of Caroline and a few amazing mentors. This personal board of advisers — especially those with a bit more life experience — help me unlock my best, as I can’t always see the label from inside the jar. I listen to my clients for 4400 minutes per month on my alternating sets of air pods. Through making them feel heard, I help them move forward in a way that serves them well and helps them get to where they want to go. I am amazed at what an incredible group of people are out there in the finance world, and I am thrilled each time I meet a new client. If you’re reading this, I look forward to hearing more of your story, and helping you take the next step.

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So how does this all work?