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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
AAPI, GenX, Millennials & GenZ, Physicians & Healthcare
Major Milestones I Specialize In
Early Retirement or Financial Independence, 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 have two free intro chats to see if we're the right fit. We then move to our onboarding process. We have four meetings to onboard. This includes a values discussion, investment strategy session, cash flow and balance sheet review, and lastly your in depth retirement and tax analysis. After our onboarding sessions are complete, you will move into our three-meeting annual cadence structure throughout the year.
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.