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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
Black Americans, Business Owners, Executives, Government & Military, LGBTQ+, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders
Major Milestones I Specialize In
Career Changes or Job Loss, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, 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
I help individuals, couples, women navigating major life transitions such as widowhood or divorce, and business owners make informed financial decisions with confidence. Many of my clients come to me during periods of change, including retirement, the loss of a spouse, the sale of a business, or other important life events. As both a CFP® professional and CPA, I provide integrated financial and tax planning, to help clients make the most of their financial opportunities. Together, we develop personalized strategies for retirement, investments, taxes, estate planning, charitable giving, and legacy goals. My approach is personal, collaborative, and relationship-focused. Clients can expect proactive communication, objective advice, and a trusted partner committed to helping them achieve financial clarity, confidence, and long-term peace of mind.
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.