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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, Expats / Americans Living Abroad, GenX, Government & Military, LGBTQ+, Millennials & GenZ, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Death in the Family, Early Retirement or Financial Independence, Moving Abroad, Retirement Planning, Starting a Business, 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
Founded in 1986, Integrated Financial Planning Services (IFPS) helps individuals and families living abroad build a clearer path toward their financial goals. We work with two demographics: 1. business owners 2. military and international school educators We help you answer the questions that matter: Am I saving enough? How should I invest while living overseas? Will I be ready to retire where—and when—I want? Through personalized financial planning, investment guidance, and retirement strategies, we help you turn uncertainty into practical next steps.
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.