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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
GenX, Millennials & GenZ, Pre-Retiree, Retirees or Seniors, Teachers & Educators, Working in Retirement
Major Milestones I Specialize In
Early Retirement or Financial Independence, First Job and Career Entry, Getting Married and Starting a Family, 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
I work with clients from a variety of backgrounds to help establish financial and life goals. I believe in comprehensive planning and want to know how clients are feeling about their household cash flow/budgeting along with their investments, tax issues, retirement planning, etc. I utilize financial planning software to help create goals, and we work together toward these goals via achievable and manageable steps.
Disclosures
Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Ohanesian/Lecours are not affiliated.
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.