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Financial Advisor
CFP®, ChFC®, CLU
Languages: English
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.
Black Americans, High Earning First Generation, Pre-Retiree
Death in the Family, Early Retirement or Financial Independence, Retirement 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
DIWY (pronounced “dee-wee,” like “kiwi”) means “Do-It-With-You” financial planning. Get personalized financial and investment guidance without having to move your assets or hand over control. Unlike traditional AUM-based models that charge ongoing fees based on assets under management and typically manage investments on your behalf, DIWY Financial Planning provides advice on an hourly basis, with no asset minimums. You keep control of your accounts and make the final decisions. No assets to move. No products to buy. No pressure. Just clear, objective guidance from a CFP® professional to help you make smarter, more confident financial decisions.
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.
Compensation Methods
Fee Only
Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.
Household Income Minimum
$0
Investable Asset Minimum
$0