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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, Executives, GenX, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Retirement Planning
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
West Financial Services (WFS) provides financial services on a fee-only basis, acting as a fiduciary for clients. For over 40 years, WFS has put client relationships first with our financial planning approach. To us, financial planning is more than just a process or colorful charts – it is how we get to know clients and help them realize their goals and aspirations. For client relationships, we understand that clients select our firm because of who we are, what we do and how we do it. We are focused on providing the highest level of client service based on trust, integrity, privacy, continuity, experience and accessibility.
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.