Business Owners
Plan your exit before you need one. A succession plan built early gives you options. One built in a hurry usually costs you.
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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
Retirees or Seniors
An estate plan is only as good as its last review. Check your beneficiaries and make sure your trust is funded. Forms often override wills.
Pre-Retiree
Plan your retirement paycheck before your last work paycheck. Know where each dollar of income will come from, and in what order.
Major Milestones I Specialize In
End of Life and Legacy Planning
The documents matter, but so does the conversation. Tell your family what you want and why. A plan they understand is easier to carry out.
Retirement Planning
The years around retirement can be a valuable tax window. Plan Roth conversions and Social Security timing before your last day, not after.
Sudden Wealth or Inheritance
Before you spend or invest a dollar, pause. Park it somewhere safe, understand the taxes, and give yourself time to decide what it's for.
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
I work with a select group of families and individuals who want thoughtful, ongoing guidance. Bespoke Family Advisors is fee-only and fiduciary. I don't sell products or earn commissions, so my recommendations are tied to your plan and nothing else. Before I founded Bespoke, I spent 15 years in the industry, including building and running a trust department. That background shapes how I work. I hold the CFP®, CTFA, and AEP® designations, and much of my focus is on estate and trust planning, tax strategy, and business succession. That said, I work with clients at every stage of life, from young professionals just getting started to retirees thinking about the next generation. What sets my practice apart is coordination. Many families end up as the go-between for their CPA, their attorney, and their investment manager. I work directly with your other professionals so everyone is working from the same plan. Here's what you can expect. You work with me directly, not a rotating team. We meet two or three times a year on a set calendar, and you get monthly planning updates in between, so your plan stays current. Financial planning and investment management are handled together in one relationship.
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.