Executives
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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
Women & Female Leaders
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
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
Value Proposition -Educate my clients so they can make informed financial decisions -Align portfolios in accordance with clients’ goals, time-line, risk tolerance, and tax situation -Analyze insurance needs to help clients ensure they have the proper type and coverage amount -Advocate for my clients’ goals to help keep my clients on track -Deliver sound advice based on up-to-date knowledge, financial tools, theories, rules, and laws to create more peace-of-mind for clients through financial planning
Disclosures
Background and qualification information available at FINRA's BrokerCheck (http://brokercheck.finra.org/) website.
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.