
Reza Jalali, Ph.D.
This is how it all started…
Hi, I’m Reza, and I’m here to make managing your day-to-day finances simple and stress-free. With over 20 years of experience in finance and risk management, I’ve worked with global organizations and startups alike to streamline processes, solve complex challenges, and build financial systems that actually work.
But here’s the thing: finance doesn’t have to feel intimidating or overwhelming. I started this business because I love helping people get organized and feel confident about their money, whether that’s keeping up with bills, setting up a budget, or making sure everything is running smoothly behind the scenes.
Outside of work, I’m passionate about living an active and engaged life. I love running local trails and staying fit, coaching soccer, and exploring my creative side in the kitchen. I’m also a big fan of international cinema and cherish time spent with my family. My wife and I are a team in more ways than one. While I focus on finances, she helps people create tidy, organized homes, so clearly, it’s a shared passion!).
Let’s simplify your financial life together. I’m excited to learn how I can help!