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My Approach
Comprehensive Financial Planning + Asset Management Retainer Relationship Our primary service is a retainer relationship that includes both financial planning and investment management. This includes regular meetings and ongoing monitoring of your plan to ensure you stay on track to achieve your desired goals. We consider your cashflow, retirement planning, safe withdrawal strategies, investment analysis, risk management, and tax and estate planning. We develop an appropriate asset allocation for you and then apply a disciplined approach to managing your investments. We provide quarterly performance reporting and ongoing due diligence to make recommendations as needed, implementing those changes as it makes sense. All accounts are custodied independently at Charles Schwab.
The Clients I Serve
Business Owners, Executives, GenX, High Earning First Generation, Millennials & GenZ, Pre-Retiree, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance, 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
A thoughtful approach to life and money Our team provides personal, unbiased advice designed to bring clarity to your options and confidence to your decisions. We strive to listen first and support you with thoughtful and objective guidance. We recognize that every situation is unique, and we honor your individual money story while sharing our perspective that comes from more than 60 years of combined experience. We believe financial planning is the foundation of a strong investment strategy. By integrating your life's values with your financial goals, we help create a plan and asset allocation strategy that supports what matters most to you. It's at this intersection of life and money that thoughtful decisions lead to lasting confidence. It's time to focus on living your best possible life.
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.