Executives
Having a complete and accurate financial plan is a lot like running a company. You need the right pieces in the correct places.
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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
Physicians & Healthcare
Walking into a patient room without looking at the chart is unacceptable and would never happen. Do not let your financial health get overlooked either, it needs reviewed and updated as it constantly changes.
Retirees or Seniors
I do not recommend going to the grocery store without a list or while hungry. Entering retirement without appropriate preparation is a lot like that, you need to know the tax consequences and how to meet your cash flow needs.
Major Milestones I Specialize In
Getting Married and Starting a Family
Life is full of changes during this phase of life. Those changes have lasting impacts on the future. Ensuring your financial situation is where it needs to be helps ease those transitions and decisions.
Retirement Planning
I do not recommend going to the grocery store without a list or while hungry. Entering retirement without appropriate preparation is a lot like that, you need to know the tax consequences and how to meet your cash flow needs.
Sudden Wealth or Inheritance
There are a lot of horror stories about athletes and lottery winners being broke within a few years. Do not let that happen to you. Money and emotion do not mix well, take a breath and build a team to help walk through this new situation.
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 am a CFP, a fiduciary, fully independent and objective, and a fee-only advisor. I enjoy problem solving and leveraging our combined professional expertise, experience, and education within our practice to develop custom strategies to achieve your personal goals and objectives. At Capstone, we begin by getting to know you and your goals. This becomes the foundation on which we build a coordinated strategy to achieve your goals and objectives which provides the necessary structure for every financial decision you make.
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.