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My Approach
I believe good financial planning should make you a more confident decision-maker, not more dependent on your advisor. I’ll explain the reasoning behind every recommendation, lay out the trade-offs plainly, and help you choose what fits your family, not what fits a template. As an Accredited Financial Counselor®, I pay as much attention to how you feel about money as to the numbers. Plans only work if you can live with them. Military and federal families face decisions most people never do: choosing a survivor benefit, coordinating a military pension with a federal one, or launching a business after service. Some of these problems look impossible at first. Those are my favorite. My job is to break them into clear choices so you can move forward with confidence.
The Clients I Serve
Business Owners, GenX, Government & Military, Physicians & Healthcare, Pre-Retiree
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Compensation Changes, Early Retirement or Financial Independence, Retirement Planning, Special Needs Planning, Starting a Business
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
Working together begins with a conversation. We get to know your family, your service history or federal career, and what you want your money to do for you. Then we build a plan around the decisions that matter most for military and federal families: TSP and pension choices, survivor benefits, the move to civilian life, business ownership, and retirement income. What makes us different Your planner has lived military life as a military spouse, and military mom. A CPA partner and our tax team work in-house, so your tax strategy and financial plan are built together, not in separate offices. We’re fee-only, which means we never sell products for commissions. The focus is on what's right for you.
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.