05/11/2026
Hi Hudson Valley friends — long time! 👋
Many of you knew me from Beacon Pantry — the cheese shop, the restaurant, the catering. Those were some of the best years of my life and I think about that community often.
I’ve been in NYC (and Italy!) since then working in financial services — and I’ve just launched something I’m genuinely excited about.
It’s called The Yellow Legal Pad. Financial coaching for people going through big life transitions — approaching retirement, starting over, navigating a change, or simply wanting to finally get clear on their finances.
In practice that means sitting down together and looking at your real picture — your income, spending, debts and savings — and leaving with a clear snapshot and three specific things to do. No jargon. No judgment. Just clarity.
I’m not a financial advisor and I don’t manage investments. Think of it as the conversation your financial advisor doesn’t have time for. No products. No commissions.
If any of this sounds like something you or someone you know could use — reach out. The first conversation is always free.