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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, High Earning First Generation, Pre-Retiree
Major Milestones I Specialize In
Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance
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
We follow a five-step process we call CLEAR. Connect: we start by getting to know you and your family, what matters most, and whether we're the right fit. Learn: we go deeper into your goals, responsibilities, relationships and full financial picture, including the decisions that span generations. Engineer: we design one coordinated plan across investments, tax, estate, insurance and giving. Activate: we guide implementation step by step and coordinate with your CPA, attorney and other advisors, so the plan actually gets done. Refine: we meet on a regular schedule and adjust as your life, business and family change.
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.