GenX
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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
Retirees or Seniors
Women & Female Leaders
Major Milestones I Specialize In
Retirement Planning
Sudden Wealth or Inheritance
Widowhood
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
The Lighthouse Financial Pathway Throughout the changes in your financial life, our holistic approach to Wealth Management and Life and Wealth Planning services will guide you toward your financial goals with clarity and confidence. Discovery Meeting: Are we a good fit? Get Acquainted ✓ Learn about your current situation, what you value, and your financial goals ✓ Introduce you to our services, values, and approach to working with our clients. ✓ Explore the ways that Lighthouse Financial may assist you in attaining your goals. Phase 1: Critical Facts: Where are you today? Build a Plan for Life and Wealth ✓ Gather data and create goals ✓ Review and clarify information. Understand your concerns and priorities ✓ Develop key assumptions, opportunities, and risks. Phase 2: Create a Pathway: Where do you want to be in the future? Develop a Life and Wealth Strategy ✓ Present your Plan for Life and Wealth ✓ Discuss Observations and Next Steps ✓ Prioritize your action plan Phase 3: Get on the Right Path: What will it take to get from here to there? Manage Your Wealth and Implement Next Steps ✓ Present a wealth management proposal personalized to your goals, risk tolerance, time frame, and tax-management needs. ✓ Follow up on accomplishing Next Steps ✓ Build your financial team. Phase 4: Continuing Relationship: Are you still on the right path? Adjust your Life and Wealth Plan and Wealth Management throughout life’s transitions ✓ Regular Meetings to discuss what’s important to you, review your plan and investments, and make adjustments as needed. ✓ We are also available to you between your Regular Meetings. If you need to talk with us, or meet, do not hesitate to contact us. ✓ Ongoing communication and opportunities: newsletters, market webinars, educational events, and gatherings for volunteering and socializing.
Disclosures
Investment and Advisory services offered through Petra Financial Advisors, Inc. dba Lighthouse Financial, LLC, a registered investment advisor.
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.