Business Owners
Business owners miss out from the wrong salary, entity form, retirement, and sale more than any other planning area. Fix the business first.
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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
Physicians & Healthcare
Your income is high. Your planning window is short. Build a wealth system around your income before your lifestyle claims it.
Retirees or Seniors
Retirement isn’t just an investment strategy. Sequence Social Security, RMDs, and taxable vs. Roth so the next twenty years stay funded.
Major Milestones I Specialize In
Divorce Planning
You don’t need to master markets. You need a calm plan that funds the next chapter of your life. Start simple and stay steady.
Early Retirement or Financial Independence
Financial independence isn’t quitting work. It’s owning the calendar. Fund it with the right mix of accounts and tax flexibility.
Retirement Planning
Retirement is built over decades. Save consistently, optimize the tax strategy, and decide what ‘enough’ costs. Time does the heavy lifting.
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
Schedule an initial consultation call to discuss your situation and identify the help you are looking for. If we are a good fit to work together, we'll proceed through a comprehensive financial planning engagement -- typically 3 or 4 meetings over a 3-month period. From there, we'll continue ongoing wealth management together -- portfolio management, tax strategy, estate planning, and annual updates of your planning projections.
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.