personal finance fan
I'm a math major with a passion for equipping others with tools for budgeting, investing, and living sustainably in all senses of the word. Check out a summary of my skills in my resume. I've followed PFC for about two years and have several ideas for taking it to the next level!
versatile learner
Any skill that PFC needs, I can teach myself how to do it. (Seriously, try me.) Things I've successfully learned on my own include grad-level math courses, graphic design programs, new instruments, and new languages (both the spoken & coding kinds).
social advocate
Like PFC, I advocate for making the world a more equitable place by promoting diversity & inclusion at work, donating 20% of my income, and making a sustainable lifestyle more accessible for people of all demographics. As part of the team, I will use my skills to expand PFC's reach and impact.
Projects
Look at some cool improvements I made to your tools after taking your course!
Multi-Phase Retirement Calculator
Google Sheets
I added the ability to set a different investment rate partway through one's working years before actually retiring and starting to withdraw money. This is a more realistic FI/RE scenario for many people who would like to plan a career switch or to go from a two-income to a one-income household.
Holistic Portfolio Rebalancing Worksheet
Google Sheets
I turned the simple rebalancing worksheet into a holistic portfolio snapshot, which handles more realistic scenarios where multiple funds are each composed of multiple asset classes. I also added a framework for values-based investors to reference sustainability ratings alongside expense ratios to inform their investing decisions.
