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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, Physicians & Healthcare, Women & Female Leaders
Major Milestones I Specialize In
Early Retirement or Financial Independence, Retirement 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
At Backbone Planning Partners, we help business owners align their company, personal wealth, and future—so they can grow intentionally, create options, and exit on their terms. Who We Work With We work with business owners who: -Generate $5M+ in revenue -Have 10+ employees -Are building something meaningful -Want more than just “retirement planning” -They’re not looking for a stock picker. -They want a strategic partner.
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.