Executives
Don’t confuse a high income with financial security. Executives need a plan that turns complex compensation, equity, and career opportunities into lasting personal wealth.
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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
Retirement planning isn’t just about having enough money. It’s about creating a sustainable strategy for how you’ll spend, invest, and protect it.
Women & Female Leaders
Build financial independence alongside your career success by making sure your wealth strategy is designed around your goals, not just your income.
Major Milestones I Specialize In
Retirement Planning
Don’t plan for retirement as a date on the calendar; plan for the income, lifestyle, and choices you want that date to make possible.
Sudden Wealth or Inheritance
When wealth arrives suddenly, give yourself time before making irreversible decisions and build a thoughtful plan around what the money means for your life.
Widowhood
After losing a spouse, give yourself permission to slow down financially while you gather information and build a plan for your new circumstances.
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
1. We begin with a discovery conversation to establish if our firm is the right fit to meet your unique needs. 2. Assuming we are a fit, we move on to a more detailed initial meeting so that you have a chance to see how we work as a team to meet your needs before you make a decision to work with us. 3. Should you decide to become a client, we'll spend the next few meetings diving into your personal goals, unique challenges, and priorities and will tailor future meetings and correspondence accordingly. With fewer clients per advisor, we have the capacity to treat each of our clients as if they were our only client. Whether it's complicated tax planning, projecting out your spending in retirement, or helping you think through how to pass wealth to the next generation, we love diving into the details so that you can focus on what you love too.
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.