Starting a Business
Structure it thoughtfully, build a plan, and get used to adjusting on the fly!
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My Approach
I'm a CFP® professional & CFA charterholder helping families and individuals that are nearing retirement, running their own business, or growing in their career, make confident financial decisions through fee-only investment management and planning.
The Clients I Serve
Business Owners, Executives, LGBTQ+, Millennials & GenZ, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders
Major Milestones I Specialize In
Also: Early Retirement or Financial Independence, Funding Education, 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
My process starts with learning what matters most to you, then we work back to the numbers. In our first meetings, I learn about your financial situation, goals, family, and what keeps you up at night, and I gather the details: accounts, income, expenses, taxes, insurance, and estate documents. From there, I build a plan that shows where you stand today and the specific steps to get where you want to go.
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.