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My Approach
COMPREHENSIVE FEE-BASED PLANNING For those who desire full-service support of their financial world, we offer comprehensive planning that considers both your short- and long-term objectives. We discuss your values, goals, and desires, and after a complete assessment of your financial situation, opportunities, and risks, we develop a comprehensive plan to help you maximize your wealth. We recommend specific services and solutions to support your goals and desires, and we help you implement those strategies according to your priorities. Then, as you grow and live your life, we proactively review your progress to ensure you remain on track for your goals, and we help you adjust your plan as needed. ONE-OFF SERVICES We also offer financial products and services outside the scope of comprehensive planning. These solutions are designed to serve clients who prefer to do their own planning or who are simply looking to solve a specific need within their financial world. Some of our one-off services include 401(k) rollovers, life insurance, long-term care insurance, key-person insurance, executive benefits, and more. Wherever you are on your financial journey, we’re happy to discuss your situation and help you identify which service avenue is best for you.
The Clients I Serve
GenX, Millennials & GenZ, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Veterinarians, Women & Female Leaders
Major Milestones I Specialize In
Career Changes or Job Loss, Divorce Planning, Early Retirement or Financial Independence, Funding Education, Getting Married and Starting a Family, 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
One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter solutions or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.
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.