Business Owners
Loading planner profile...
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
Executives
Women & Female Leaders
Major Milestones I Specialize In
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
After our initial call, we schedule a 45-minute discovery meeting to dive deeper into your goals and assumptions. You will upload any necessary documents to a secure, online portal using an easy to follow Items-Needed checklist. Once we have all of your data, we conduct our analysis in about 2-4 weeks. When the plan is complete, we have a 1-2 hour meeting to review the plan, including your Prioritized To-Do List.
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.