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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, Government & Military, Retirees or Seniors
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
1. Get-To-Know-Ya Call: We’ll hop on a quick phone call to see if it makes sense to work together. 2. Sleep On It: Take your time, there’s no rush! 3. Financial Size-Up: We’ll schedule a Zoom call or office meeting to talk through what you have in place and what your next steps may be. 4. Prioritize & Execute: We'll rank your next steps in order of importance and implement the game plan together. 5. Review Annually: We’ll monitor and revise the plan on an ongoing basis.
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.