Executives
Success isn't just what you earn. Comprehensive planning helps you achieve what matters most.
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Broker Affiliation: Equitable/LPL
Languages: English, French
Our distinctive process combines comprehensive planning, organized strategies, and ongoing coaching to help you navigate today’s decisions and reach your desired future with confidence.
Executives
Success isn't just what you earn. Comprehensive planning helps you achieve what matters most.
Pre-Retiree
Your retirement journey is uniquely yours. Build a plan that supports the life you’ve earned.
Women & Female Leaders
Comprehensive planning and ongoing coaching help you build financial confidence, independence, and the lifestyle you want.
Also: Black Americans, Business Owners, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Retirees or Seniors, Single Parent, Teachers & Educators, Working in Retirement
Career Changes or Job Loss
Your career may be changing, but your goals don't have to. A clear financial plan can keep you on track.
Early Retirement or Financial Independence
Financial independence isn't just about wealth. It's about creating the freedom to live life on your terms.
Getting Married and Starting a Family
Your dreams deserve direction. A comprehensive financial roadmap helps you navigate toward the life you want together.
Also: Buying a Home and Relocation, Compensation Changes, Death in the Family, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
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
The financial planning process helps turn uncertainty into clarity. By working with a CFP® professional, you gain a structured approach to financial decision making that evolves with you and supports your goals at every stage of life. SOURCE: https://www.letsmakeaplan.org/getting-prepared/the-financial-planning-process See our complete process at https://www.BaldwinFinancialAdvisors.com
I have a relationship with Equitable Advisors, LLC / LPL Financial - Use post fee-based plan is optional and completely separate from our comprehensive financial plans.
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.
Securities Registrations or Exam Qualifications
Series 6
Series 7
Series 22
Series 63
Series 65
Designations & Certifications
CFP®
ChFC®
CLU
Insurance Licenses
Life Insurance License (AZ, CA, CO, GA, IL, IN, MA, MD, MI, MN, NJ, NY, OH, SC, TX, WA, WI)
Health/Disability Insurance License
Variable Annuity Insurance License (AZ, CA, CO, GA, IL, IN, MA, MD, MI, NJ, NY, OH, SC, TX, WA, WI)
Investment and Portfolio
Retirement Income and Distribution
Risk Management and Insurance
Education and College Planning
Concentrated Stock and Diversification Planning
This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.
Compensation Methods
Commission and Fee
Commission and fee applies if a CFP® professional and any related party receives or is entitled to receive both commissions and fees for providing professional activities; the CFP® professional must disclose compensation as "Commission and Fee."
Household Income Minimum
$0
Investable Asset Minimum
$0