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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
Pre-Retiree
Major Milestones I Specialize In
Early Retirement or Financial Independence
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
Clients can expect clear explanations, thoughtful recommendations, and a plan that connects their investments, retirement income, taxes, estate planning, insurance, and cash flow. What sets my practice apart is our focus on Oregon pre-retirees and retirees, combined with an independent, fee-only fiduciary approach. We consider Oregon-specific planning opportunities and help clients make decisions with confidence. When appropriate, I also collaborate with their CPA and estate planning attorney so the different areas of their financial life work together. My goal is to provide advice with the heart of a teacher. Clients should understand not only what we are recommending, but why it matters and how it supports the life they want to create.
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.