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My Approach
I believe financial planning is about more than managing money. I work closely with my clients to understand what matters most to them and help them make confident decisions and gain peace of mind.
The Clients I Serve
Black Americans, Business Owners, Executives, High Earning First Generation, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Early Retirement or Financial Independence, Retirement Planning, 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 begin all client relationships with an in-depth financial planning process. We charge a flat fee for this process, which covers an initial 12-month engagement. The fee is determined by the complexity of your situation and the level of concierge service that you are looking for. As the architects of your financial plan, we believe we are best suited to help implement your plan to secure the highest degree of success. There may be additional fees and/or costs associated with financial products we recommend which compensate us for the work involved in implementing your financial plan. The financial planning process will unfold over a series of meetings. We begin by asking you to provide us with detailed financial data. Our first meeting will be spent confirming and clarifying the information you provided and establishing the goals and objectives that are most important to you. Our second meeting will be to present the findings of our comprehensive analysis and modeling and begin identifying solutions that may fit your situation. Subsequent meetings will further determine which opportunities we believe can help you reach your goals and establish a formal action plan to move forward. We then work together to implement your financial plan, holding periodic check-in meetings. Throughout the financial planning process, we aim to make complex issues simple and understandable so that you can more easily make appropriate decisions and feel confident about your future.
Disclosures
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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.