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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
Buying a Home and Relocation, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
As a CERTIFIED FINANCIAL PLANNER® professional and Partner at Strivus Wealth Partners, an independent, fee-only firm in Jacksonville Beach, I help individuals, families, and business owners make financial decisions that work together. I don't sell products or earn commissions, and as a fiduciary I put my clients' interests ahead of my own. We start with a no-pressure conversation about your goals and concerns. We look at your whole financial picture, including accounts I don't manage: cash flow, taxes, retirement, investments, employer benefits, insurance, business planning, education funding, and estate goals. Then we build a clear, prioritized plan that shows the trade-offs between your options. With your permission, I work directly with your CPA, attorney, and other advisors to help put the plan into action. We meet at least once a year, and I'm available between meetings whenever life changes. My background in mechanical engineering, an MBA from Emory, and years in Fortune 500 finance and consulting shape how I work: understand the whole system, check the inputs, and test the assumptions before trusting the answer.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.