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My Approach
I know what it feels like to have money questions and wish someone would give you a straight answer. I’ll ask the extra question, walk you through your options in plain English, and help you follow through on what you decide.
The Clients I Serve
Executives, High Earning First Generation, Philanthropists, Pre-Retiree, Single Parent, Teachers & Educators, Women & Female Leaders
Major Milestones I Specialize In
Compensation Changes, Divorce Planning, Early Retirement or Financial Independence, 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
I like to start with the question behind the question. If you ask me, “Can I retire next year?” I’ll probably ask what you’d do with your first Monday off. If we’re talking about paying for college, I want to know what you hope to give your kids and what you want to protect for yourself. Those answers shape the plan we build together. After my parents divorced, I watched money move in completely different directions in two households. As a kid, I couldn’t change what was happening, but I could learn how money worked. That’s why I became a financial planner. I know how it feels to be stuck without answers, and I love helping people understand their options well enough to make a decision they feel good about. At ReFrame Wealth, I take a fee-only, fiduciary approach and look at how each decision fits into your bigger picture. I’ll explain the numbers in plain English, talk through the trade-offs with you, and help you decide what to tackle first. I’m a little (okay, extremely) obsessed with follow-through, so you’ll leave our meetings knowing what we decided, what happens next, and what you can count on me to handle. As life changes, we’ll revisit the plan together.
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.