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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, GenX, LGBTQ+, Millennials & GenZ, Pre-Retiree, Retirees or Seniors, Self employed, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Compensation Changes, Early Retirement or Financial Independence, Funding Education, Getting Married and Starting a Family, 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
I provide comprehensive financial planning and ongoing investment management designed to ensure your investments are tax-optimized, aligned with your goals, and don't expose you to unnecessary risk. My process begins with a quick meeting that will let us get to know each other and decide if we're a good fit. Next is an hour-long discovery call that will let me learn about you in more detail and will let you learn more about my process. Both of these meetings are complimentary. If we decide to work together, we will begin onboarding following this second meeting. At that point, we work together to build the full picture of your financial life today and where you want to go. I'll analyze all your data and present my recommendations to you in manageable chunks and will work with you to implement. Sometimes this just takes one meeting; sometimes it is several. Once all the major initial recommendations have been addressed, you'll move into maintenance mode. We'll meet a few scheduled times a year (to review taxes, discuss performance and conduct an annual review) at minimum, and you'll have access to me via email (with one business day turnaround) and for ad-hoc meetings when life throws you a curveball.
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.