Advance through first principles.
Practical thinking, advisory support, and independent projects for people and organizations making high stakes decisions about education, careers, finance, and growth.
A note
Meaningful progress begins by returning to what matters most.
What are you trying to move forward?
Advisory support for individuals navigating education and career decisions. Company engagements are paused for now because of a conflict with my current role at McKinsey and Company.
Education and career strategy.
MBA Strategy
Clarify your story, choose the right schools, strengthen your essays, and prepare for interviews with a sharper application strategy.
Consulting Recruiting
Prepare for applications, networking, case interviews, behavioral interviews, and the transition into firms like McKinsey, BCG, and Bain.
Finance and CFA
Build stronger finance fundamentals, prepare for CFA topics, and understand investing, valuation, and capital allocation with more clarity.
Currently paused.
Company advisory work, including growth strategy and finance strategy, is on hold while I am an Associate at McKinsey and Company. Taking on organizational engagements would create a conflict with my current role, so I am not accepting company work at this time.
Individual education and career advisory remains fully available.
Articles and videos for clearer decisions.
Explore practical ideas on business, careers, finance, strategy, personal growth, and economic empowerment. The goal is to make complex ideas easier to understand, apply, and act on.
A Guide to Understanding Your Customer
Customers are the lifeblood of any business. A primer on segmentation, value perception, and behavioral drivers to truly know who you serve.
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Navigating the Marketplace: A Strategic Guide to Industry Analysis
Frameworks and tools to assess your market. Porter's Five Forces, market structures, and how to position your business in a competitive landscape.
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The Invisible Threads That Connect Businesses
Explore the intricate web of interactions and the critical players in the value chain that bring exceptional products and services to our doorstep.
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An evolving portfolio of independent work.
Projects are independent experiments, tools, and initiatives that extend the mission of Advance Fundamentals beyond advisory services. More projects will appear here as they take shape.
Grounded in clear thinking and human understanding.
My work sits at the intersection of strategy, finance, education, and economic empowerment. I help people and organizations return to first principles, clarify what matters, and translate insight into action.
Advance Fundamentals is shaped by my experience as an Associate at McKinsey & Company, a Berkeley Haas MBA, and a CFA Charterholder, with work spanning finance, consulting, entrepreneurship, venture philanthropy, and impact investing.
Not sure where to start?
Book a call and I can help identify whether MBA strategy, consulting preparation, finance learning, or career direction is the best fit.