Executives
You're a skilled, busy professional. Seek a professional to help you with the complicated financial decisions associated with executive-level compensation.
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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
LGBTQ+
Make sure that you have an estate plan in place, and that all accounts have up-to-date registrations and beneficiary designations in place.
Millennials & GenZ
Now is the perfect time to review your actual annual spending and savings. Retirement is expensive! You may be surprised at just how much you need to save to afford it.
Also: AAPI, Black Americans, Business Owners, GenX, Government & Military, High Earning First Generation, Latino, Philanthropists, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Getting Married and Starting a Family
Pay yourself first. Make ongoing savings a bill just like your utilities. The earlier you save, the greater impact it will have on your future.
Retirement Planning
Practice living on your anticipated retirement income. Give it a test-drive for a year to make sure it's realistic and sustainable.
Widowhood
Don't make any decisions in a rush and don't try to navigate the process alone. Have a trusted person to be your sounding board.
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
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.