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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, Millennials & GenZ, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders
Major Milestones I Specialize In
Career Changes or Job Loss, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
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
Your wealth. Your next chapter. A clear path forward. Life can change significantly, even when you have spent years building financial security. Divorce, the loss of a spouse, retirement, a career change, or the sale of a business can bring new opportunities alongside important financial decisions. I work with individuals and couples navigating these transitions, helping them understand their financial position, evaluate their options, and make informed decisions about what comes next. As a CFP® professional and CDFA®, I bring a comprehensive perspective to wealth management and the financial complexities that can accompany major life changes. My approach combines thoughtful financial analysis with a genuine understanding that money decisions are rarely just about money. Together, we focus on: Understanding your financial picture: Assess your assets, investments, income, expenses, and existing financial commitments to establish a clear starting point. Aligning wealth with your priorities: Connect your financial resources with the life you want to lead, whether that means preparing for retirement, navigating a divorce, managing newly acquired wealth, or planning for a business transition. Evaluating your options: Explore investment strategies, retirement income, tax considerations, and other relevant planning decisions in coordination with your broader professional team when appropriate. Adapting as life evolves: Establish a financial strategy that can be revisited as your circumstances, priorities, and opportunities change. My work is grounded in transparency, education, integrity, and a commitment to understanding what matters most to you. You have worked hard to build your wealth. My role is to help you understand how it can support the life you want to create next. If you are approaching a significant life change or reconsidering what you want your wealth to accomplish, I welcome a conversation about your priorities and the financial decisions ahead.
Disclosures
Disclosure: Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt trom licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFC Advisory is an SEC- registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy
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.