Executives
"The best financial advice I can give an executive is to be as intentional with your wealth as you are with your career."
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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
Retirees or Seniors
"My advice to retirees: don't let your money sit on the sidelines of your life. Use it intentionally to support the people, experiences, and priorities that matter most."
Women & Female Leaders
"My advice to women leaders: build wealth as intentionally as you build your career, because financial confidence creates freedom and choice."
Major Milestones I Specialize In
Career Changes or Job Loss
"My advice: focus on what you can control. A career transition is not just a disruption. It can be an opportunity to realign your finances with your next chapter.
Early Retirement or Financial Independence
"Early retirement and financial independence aren't just financial goals. They're opportunities to create a life that's aligned with your values, priorities, and purpose."
Retirement Planning
My advice: approach retirement with the same purpose you brought to your career. A thoughtful plan can help turn years of hard work into lasting confidence, flexibility, and fulfillment."
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
We help clients make confident financial decisions through personalized, transparent, and disciplined guidance. By meeting regularly, charging competitive, straightforward fees, and taking the time to clearly explain complex financial concepts, we ensure you feel informed, involved, and supported. Our relationship-based approach provides peace of mind—so you can ask questions anytime without added costs and trust that your plan is organized, intentional, and aligned with your goals.
Disclosures
www.mfp-stl.com
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.