Millennials & GenZ
Get clear on what matters most to you, then balance today's priorities with future goals when deciding where your money goes.
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My Approach
My approach starts with understanding where you are today and what matters most to you. Together, we explore how each decision may affect your broader financial picture and identify practical next steps to help you move toward your goals.
The Clients I Serve
Pre-Retiree
Retirement is about both affording it and deciding how you want to live. Build a plan that uses your money to support the life you want.
Retirees or Seniors
Keep planning for what you want to do. Your investments, including stocks, should reflect your goals, income needs, and comfort with risk.
Also: Working in Retirement
Major Milestones I Specialize In
Getting Married and Starting a Family
As your family grows, revisit your goals, insurance, and estate plan to reflect new priorities and protect the life you’re building together.
Retirement Planning
A personalized financial plan can turn retirement from a “what if” into a realistic picture of how you want to live and how you’ll fund it.
Also: Career Changes or Job Loss, Compensation Changes, Early Retirement or Financial Independence, Funding Education, 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
At TrueStar Financial Partners, I start by getting to know you: what matters to you, what you’re working toward, and which financial questions are on your mind. Whether you’re balancing the demands of a busy family or preparing for retirement, your plan should reflect the life you want to live. We then review your financial picture together, including your investments, income, spending, taxes, insurance, and estate planning needs. I help you understand your options, weigh the tradeoffs, and turn those conversations into clear, practical next steps. As a fee-only fiduciary, I provide advice without selling financial products or earning commissions. You work directly with me, and I explain my recommendations in plain language so you understand both what I suggest and why. For clients who choose ongoing support, our work continues beyond the initial plan. I help with implementation, provide accountability, and revisit your plan as life changes. My goal is to help you make financial decisions with greater clarity, confidence, and 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.