Layline Financial

As Layline’s founder, I wanted to design truly inclusive financial and life planning services that drew from my experience in both institutional asset management and high-net-worth financial planning. We offer comprehensive financial planning and advice on a project basis, through a monthly retainer, or traditional asset management. This allows me to work with individuals/families from all backgrounds and clients will only ever pay for what they truly need. Most of my clients are from technology and financial services industries, are younger families, or retiring expats.