High Earning First Generation
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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
Retirees or Seniors
Teachers & Educators
Major Milestones I Specialize In
Death in the Family
End of Life and Legacy Planning
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 through an advice-first, fiduciary process focused on helping them make confident, well-informed financial decisions. As a CFP® professional, I take a comprehensive view of your financial life—not just your investments—and make recommendations based on your goals, values, and best interests. Our relationship begins with listening. I want to understand what matters most to you: retirement, family, lifestyle, taxes, legacy goals, charitable giving, business decisions, or other priorities. Together, we organize the key pieces of your financial life and develop a practical plan that connects today’s decisions to your long-term goals. This may include investment management, retirement-income planning, tax-aware strategies, insurance considerations, estate planning coordination, and cash-flow planning. I explain recommendations clearly, including the reasoning, potential tradeoffs, and next steps. When appropriate, I also coordinate with other professionals, such as your CPA or attorney, to help keep your planning aligned. What Sets My Practice Apart... Fiduciary commitment: I put your interests first when providing investment advice. Comprehensive planning: Your investments are considered alongside taxes, retirement, estate planning, protection needs, and family goals. Personalized guidance: Your plan reflects your individual circumstances, priorities, risk tolerance, and time horizon. Ongoing partnership: Financial planning is not a one-time event. We review progress regularly and adapt as your life, goals, tax situation, and markets change. Clear communication: You can expect straightforward explanations, candid conversations, and a responsive relationship. My role is not to predict markets or promise outcomes. It is to help simplify complexity, identify opportunities and risks, and keep your financial decisions aligned with the life you want to build.
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.