Millennials & GenZ
Time is your greatest asset - invest early in both the market and yourself. A strong base will benefit you for the remainder of your life
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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
Ensure that your assets will sustain your lifestyle in retirement before you begin planning a legacy for your heirs
Also: Physicians & Healthcare
Major Milestones I Specialize In
Retirement Planning
Ensure that you've crafted a Financial Plan long before you are ready to retire
Sudden Wealth or Inheritance
When you inherit money, it's a great time to take a step back and review your entire financial picture and re-asses your goals
Also: End of Life and Legacy Planning
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 tailor my client experience to the individual, knowing that everyone has a unique background when it comes to wealth. My holistic planning process starts with a discovery meeting to understand your goals and your financial situation. Your goals will lead the conversation, and help me to determine customized solutions as I build out your Financial Plan. Most clients will come to me with a strong base, and my job is to use the plan as a guideline to explore strategies that will optimize your situation in the areas of Investment Management, Estate planning, and Tax planning. Since the plan is dynamic and stale the minute it's created, I like to do my plan presentations live and will follow up with a report afterwards. From there, we'll collaborate to implement any strategies that we agree make sense for your situation. I like to review plans at least annually, or more frequently as life changes arise.
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.