Champion your
financial Success

who we serve

Who Do We Serve


Looking for experienced assistance in achieving success both in your professional and personal life? Champion is here to help! We serve a range of successful professionals, including:

  • Parents in their 30s and 40s with young children
  • People in polyamorous relationships
  • Biotech workers with equity compensation such as stock options or RSUs
  • Pre Retirees who need help lining everything up for retirement.

At Champion, we understand the unique challenges that come with modern parenting while navigating business and careers, managing multiple partners, dealing with equity compensation headaches and complexity, and trying to plan for the future. We are here to help you overcome these challenges and achieve your goals. Whatever your specific needs may be, we have the expertise to make it all make sense. Don't hesitate to reach out to us today!

Champion Difference

The Champion Difference

Welcome to a planning experience that is centered around transparency, understanding, and education. We are committed to making sure clients are listened to, have the space and time they need to feel fully comfortable with any planning, and always know their questions are welcome. Particularly in the complex world of finance, our skill at explaining concepts in a simple and clear fashion will help ensure clients are always at the helm of their own futures.

Champion Difference
Why have a plan

Why have a plan?

Life and finance are complicated, interrelate, and offer few easy choices. A financial plan gives you a guide to reach the goals you have for you and your family while avoiding pitfalls that suddenly pop up for us all. Action steps to take and strategies to cope with the uncertain future help provide the peace of mind that let you better enjoy your time with loved ones.

“Adaptability is better than prediction.”

Get started and
book an appointment today.