Meetup ?

I'm here to help you navigate your financial journey. Reach out and setup an initial 30-min call. We will use this time to learn more about you and understand how I can help. It also allows you to know more about me and what I have to offer.

The fine print (in not so fine print) :

• The sessions are completely confidential. Your data is never shared with anyone outside our firm. Nothing, not even your name.

• We do not sell you products, we coach and guide you to select what works best for you.

• We get paid by you; i.e. our loyalty lies with you (and not with companies with financial products and high commissions).

• Our charges don't vary by your net worth! It doesn't matter to us if you have $10K or $10M in your accounts.

• We are not cheap, but deliver more than your money's worth. However, if your current finances don't support our charges, we are still here to help. We offer pro-bono and/or deferred no-obligation payment options.

Serving Clients Locally & Nationwide

Kappa Koffee is proudly based in the Greater Seattle and Dallas–Fort Worth metropolitan areas. We offer personalized financial coaching to clients in throughout the Greater Seattle region, including neighborhoods and nearby cities such as Seattle, Redmond, Bellevue, Kirkland, Bothell, Issaquah, Sammamish, Renton, Shoreline, and Mercer Island.

In Texas, we serve clients throughout DFW including, but not limited to, Dallas, Fort Worth, Southlake, Coppell, Frisco, Plano, Irving, Garland, Carrollton, Richardson, Euless, Colleyville, McKinney, and Sherman.

Beyond our local reach, we also work with clients across the United States through virtual consultations making financial clarity accessible no matter where you are.