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My Approach
Spend the Best Hour You've Ever Spent on Your Personal Finances!
The Clients I Serve
Business Owners, Executives, GenX, High Earning First Generation, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Estate Planning, Funding Education, 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
Our firm's goal is that every client remains able - at a minimum - to live the lifestyle they're currently living for the rest of their years. Our financial planning model calculates how much you need in order to be able to do just that, and lets you know whether your plan is on track. Our plan is proprietary - meaning that we're the only firm that uses this exact model. We want you to walk away from your first hour with us to feel like the best hour you've ever spent on your personal finances, and then we wish to parlay that into a lifetime relationship where you feel you've picked the correct firm as a long term partner on your financial journey.
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.