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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
Executives, High Earning First Generation, Pre-Retiree
Major Milestones I Specialize In
Retirement Planning, 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
Initial consultation with goals and values clarification. Advanced tax planning assessment and advanced estate planning assessment. Your goals and plans are very important to the planning work we do. We want to understand all the details to co-create a path forward. After an initial consultation, we will send a written proposal with the next steps and clear explanations about our fees. The flat rate planning fee is based on our understanding of the scope of work and complexities related to your plan. For clients looking for planning only, we evaluate your portfolio and offer asset allocation guidance, but not specific buy/sell recommendations. If you have decided to move forward with Investment Management services, we will move to a regular review meeting schedule. Typically, we start with quarterly meetings to implement the plan and set up the investment accounts. We then monitor and adjust as life changes.
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.