I was impressed during my initial consultation by Ryan's approach to looking at my financial situation from a holistic perspective. I was in the process of transitioning my business from a group practice psychotherapy service to a solo practice psychotherapy / life coaching service. Ryan's initial approach as a financial advisor was to help me create a comprehensive plan for managing my money in all areas of my personal and professional finances by taking an in-depth look at my income, assets, debts, investments, and goal setting. This approach felt supportive, educational and empowering - all elements that are important while in a life transition.