Rachael is a Partner and Senior Financial Advisor at Plain Talk Financial Planning. She lives in Austin, TX with her husband, Alex, and their Australian Shepherd, Dax. With over a decade of financial experience, Rachael is passionate about leveraging financial planning to help people reclaim life’s most valuable asset—time—and using it to construct lives of meaning, happiness, and fulfillment.
Before finding her niche at PTFP, Rachael honed her investment expertise as a Regional Director at Dimensional Fund Advisors. In that role, she oversaw billions of dollars in assets and consulted to many of the nation’s leading financial advisory firms on asset allocation and evidence-based investing principles.
An avid traveler, Rachael is passionate about empowering others to experience the world more deeply. Having ventured through 36 countries (and counting), she champions the myriad benefits of sabbaticals, remote work experiences, and long term travel opportunities.
Rachael graduated magna cum laude from The University of Texas at Austin, earning a BS in Finance. As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, she is committed to serving clients as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice.