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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, High Earning First Generation
Major Milestones I Specialize In
Compensation Changes, Early Retirement or Financial Independence, 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
My practice centers on equity-compensated individuals, families navigating wealth transfer, and executives planning for early retirement or a transition into consulting. My approach is built on total collaboration, with a close eye on the tax and cash flow implications of every decision. My ideal client relationship is one that involves your CPA, your estate attorney, and other professionals in your financial circle in order to best answer you needs. If you are a busy executive or business owner, your focus is often not on the optimization of your financial life. When it gets complex and choices start to stack up, my goal is to simplify — so you can stay focused on what matters most.
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.