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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
Business Owners, Executives, Millennials & GenZ, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Divorce Planning, Early Retirement or Financial Independence, Getting Married and Starting a Family, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance
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 believe financial planning is an iterative process, and that you and your planner should treat your financial plan like a living document. We create your plan over the course of 4 to 5 initial meetings, getting to know you, your values, and your vision deeply as the basis for our work together. We analyze your cash flow, because how you spend should align with your values, vision, and priorities. We create scenarios for your life, so you can understand the upsides, downsides, what could cause everything to derail, or what could create a completely different future - all so you understand your options and your trade-offs. We also review your current documents for insurance, estate planning, and taxes, though we do not sell or create those documents ourselves. A thoughtful approach to planning requires a comprehensive review of all of the aspects of your financial life.
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.